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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Broadview Hts., OH

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

The short answer

3 ChFC holders work in Broadview Hts.; the most are at Financial Management Strategies, Inc. (3). 3 are also registered broker representatives.

ChFC advisors in Broadview Hts., A to Z

Every advisor in Broadview Hts. →
  • Carl J. CamilloFinancial Management Strategies, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey C. KnoxFinancial Management Strategies, Inc. · Chartered Financial Consultant
  • Austin J. Linden IIIFinancial Management Strategies, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Broadview Hts.

Financial Management Strategies, Inc. 3

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 6Beavercreek 5Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Perrysburg 5Powell 5

Questions

How many ChFC financial advisors are in Broadview Hts., OH?

3 SEC-registered investment adviser representatives at firm offices in Broadview Hts., Ohio list the ChFC designation; Financial Management Strategies, Inc. 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 Broadview Hts.?

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.