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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Huntersville, NC

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

The short answer

4 ChFC holders work in Huntersville; the most are at Ameriprise Financial Services, LLC (1). 4 are also registered broker representatives.

ChFC advisors in Huntersville, A to Z

Every advisor in Huntersville →
  • Jason L. ColvinState Farm Investment Management Corp. · Chartered Financial Consultant
  • Delvin L. JoyceLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Douglas MarlowCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Amber L. RobinsonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Huntersville

Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1LPL Enterprise, LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many ChFC financial advisors are in Huntersville, NC?

4 SEC-registered investment adviser representatives at firm offices in Huntersville, North Carolina list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Huntersville?

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.