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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Beavercreek, OH

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

The short answer

5 ChFC holders work in Beavercreek; the most are at Westminster Financial Advisory Corp. (2). 5 are also registered broker representatives.

ChFC advisors in Beavercreek, A to Z

Every advisor in Beavercreek →
  • Stuart C. BrazieWestminster Financial Advisory Corp. · Certified Financial Planner, Chartered Financial Consultant
  • Matthew J. DifilippoRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Aaron L. JobsonEdward Jones · Chartered Financial Consultant
  • Michael A. LundyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Christine P. TenbargeWestminster Financial Advisory Corp. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Beavercreek

Westminster Financial Advisory Corp. 2Edward Jones 1Raymond James Financial Services Advisors, Inc. 1State Farm Investment Management Corp. 1

ChFC advisors in other Ohio cities

All of Ohio →

Columbus 90Cincinnati 54Dublin 21Toledo 19Cleveland 16Dayton 16Independence 16Westlake 16Canton 13Westerville 13Akron 10Maumee 10Findlay 7Medina 7Beachwood 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Perrysburg 5Powell 5Willoughby 5

Questions

How many ChFC financial advisors are in Beavercreek, OH?

5 SEC-registered investment adviser representatives at firm offices in Beavercreek, Ohio list the ChFC designation; Westminster Financial Advisory Corp. employs the most of them (2).

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 Beavercreek?

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.