Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Akron, OH
Every SEC-registered financial advisor at a firm office in Akron who lists the Chartered Financial Consultant designation, A to Z.
11 ChFC holders work in Akron; the most are at Sequoia Financial Group, L.L.C. (3). 4 are also registered broker representatives.
ChFC advisors in Akron, A to Z
Every advisor in Akron →- Michael AmoiaValmark Advisers, Inc. · Chartered Financial Consultant
- Ryan C. BaneySequoia Financial Group, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey M. DanielsStratos Wealth Partners, Ltd. · Chartered Financial Consultant
- Sara S. GansSequoia Financial Group, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- Thomas A. HaughtSequoia Financial Group, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- William J. Manby Jr.Paradigm Investment Advisory LLC · Chartered Financial Consultant
- William J. ManbyParadigm Investment Advisory LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory A. OsterlandHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Russell PierceOneseven · Chartered Financial Consultant, Chartered Financial Analyst
- Glen E. ReichenbachState Farm Investment Management Corp. · Chartered Financial Consultant
- Jeffrey S. WagnerNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Akron
Sequoia Financial Group, L.L.C. 3Paradigm Investment Advisory LLC 2Hornor, Townsend & Kent, LLC 1Northwestern Mutual Investment Services, LLC 1Oneseven 1State Farm Investment Management Corp. 1Stratos Wealth Partners, Ltd. 1Valmark Advisers, Inc. 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Cincinnati 53Dublin 21Toledo 20Independence 16Dayton 15Cleveland 14Canton 13Westerville 12Westlake 12Maumee 11Beachwood 6Findlay 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4
Questions
How many ChFC financial advisors are in Akron, OH?
11 SEC-registered investment adviser representatives at firm offices in Akron, Ohio list the ChFC designation; Sequoia Financial Group, L.L.C. employs the most of them (3).
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 Akron?
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.