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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Asheville, NC

Every SEC-registered financial advisor at a firm office in Asheville who lists the Chartered Financial Consultant designation, A to Z.

12 ChFC holders work in Asheville; the most are at Edward Jones (6). 9 are also registered broker representatives.

ChFC advisors in Asheville, A to Z

Every advisor in Asheville →
  • Frankie L. AdkinsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Shelia C. ChristofalosEdward Jones · Chartered Financial Consultant
  • John W. ColemanColeman Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephen M. HerbertEdward Jones · Chartered Financial Consultant
  • Nathan P. MoranEdward Jones · Chartered Financial Consultant
  • Donna S. MurraySouthstate Private Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffery J. PalmerLPL Enterprise, LLC · Chartered Financial Consultant
  • Joseph B. PriceEdward Jones · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Donald E. ReedNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Donald L. ReichertColton Groome Financial Advisors, LLC · Chartered Financial Consultant
  • Eugene N. SzymanskiMerrill Lynch, Pierce, Fenner & Smith Incorporated · Chartered Financial Consultant
  • Ryan C. WatkinsEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Asheville

Edward Jones 6Coleman Advisory, LLC 1Colton Groome Financial Advisors, LLC 1LPL Enterprise, LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Northwestern Mutual Investment Services, LLC 1Southstate Private Capital Management LLC 1

ChFC advisors in other North Carolina cities

All of North Carolina →

Charlotte 89Raleigh 45Greensboro 25Durham 18Wilmington 15Cary 12Matthews 8Chapel Hill 7Winston-Salem 7Cornelius 6Hendersonville 6Mooresville 6Salisbury 6Apex 5Monroe 5Statesville 5Winston Salem 5Burlington 4Fayetteville 4High Point 4Huntersville 4New Bern 4Greenville 3Hickory 3

Questions

How many ChFC financial advisors are in Asheville, NC?

12 SEC-registered investment adviser representatives at firm offices in Asheville, North Carolina list the ChFC designation; Edward Jones employs the most of them (6).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Asheville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the ChFC itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.