Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Durham, NC

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

18 ChFC holders work in Durham; the most are at Valic Financial Advisors, Inc. (4). 13 are also registered broker representatives.

ChFC advisors in Durham, A to Z

Every advisor in Durham →
  • Serene AlsousValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Eric D. BrotmanKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan C. CookValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael A. EsserEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Lisa M. GabrielPinafore Wealth Counsel Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John GallagherIntegrated Wealthcare, LLC · Chartered Financial Consultant
  • Alexander GraciaValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ashley H. ManuelState Farm Investment Management Corp. · Chartered Financial Consultant
  • Meagan R. McGuireSlp Wealth · Certified Financial Planner, Chartered Financial Consultant
  • Mary-Charles NassifEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Jim R. Netzband, Jr.Strategic Advisers LLC · Chartered Financial Consultant
  • Corey L. OvercashValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Janet F. RamseyLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Carmen F. RitzState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael S. RuffingIntegrated Wealthcare, LLC · Chartered Financial Consultant
  • Hans E. Scheil Jr.Brookstone Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • James C. SummersEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • James J. ZeweState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Durham

Valic Financial Advisors, Inc. 4Edward Jones 3State Farm Investment Management Corp. 3Integrated Wealthcare, LLC 2Brookstone Capital Management LLC 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Pinafore Wealth Counsel Inc. 1Slp Wealth 1Strategic Advisers LLC 1

ChFC advisors in other North Carolina cities

All of North Carolina →

Charlotte 89Raleigh 45Greensboro 25Wilmington 15Asheville 12Cary 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 Durham, NC?

18 SEC-registered investment adviser representatives at firm offices in Durham, North Carolina list the ChFC designation; Valic Financial Advisors, Inc. employs the most of them (4).

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 Durham?

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.