Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Matthews, NC
Every SEC-registered financial advisor at a firm office in Matthews who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in Matthews; the most are at Cg Advisory Services (1). 4 are also registered broker representatives.
ChFC advisors in Matthews, A to Z
Every advisor in Matthews →- Samuel M. CrumpTelos Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Carlton E. Dixon Jr.Sapere Wealth Management, LLC · Chartered Financial Consultant
- Robert V. DonovanWoodgreen Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph M. Murtagh Jr.LPL Financial LLC · Chartered Financial Consultant
- Matthew P. OneilCg Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Joseph C. PomykaczState Farm Investment Management Corp. · Chartered Financial Consultant
- James R. Vande LogtVestgen Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Graham J. WilsonCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Matthews
Cg Advisory Services 1Commonwealth Financial Network 1LPL Financial LLC 1Sapere Wealth Management, LLC 1State Farm Investment Management Corp. 1Telos Wealth Advisors 1Vestgen Advisors, LLC 1Woodgreen Advisory, LLC 1
ChFC advisors in other North Carolina cities
All of North Carolina →Charlotte 89Raleigh 45Greensboro 25Durham 18Wilmington 15Asheville 12Cary 12Chapel 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 Matthews, NC?
8 SEC-registered investment adviser representatives at firm offices in Matthews, North Carolina list the ChFC designation; Cg Advisory Services 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 Matthews?
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.