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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Canfield, OH

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

5 ChFC holders work in Canfield; the most are at Ameriprise Financial Services, LLC (2). 4 are also registered broker representatives.

ChFC advisors in Canfield, A to Z

Every advisor in Canfield →
  • Leo J. DaprileGem-Young Wealth Advisors, LLC · Chartered Financial Consultant
  • Kenneth C. KondasCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joel D. MatthewsAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • John E. PalmerCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • George N. RomanAmeriprise Financial Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Canfield

Ameriprise Financial Services, LLC 2Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Gem-Young Wealth Advisors, LLC 1

ChFC advisors in other Ohio cities

All of Ohio →

Columbus 92Cincinnati 53Dublin 21Toledo 20Independence 16Dayton 15Cleveland 14Canton 13Westerville 12Westlake 12Akron 11Maumee 11Beachwood 6Findlay 6Medina 6Worthington 6Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4

Questions

How many ChFC financial advisors are in Canfield, OH?

5 SEC-registered investment adviser representatives at firm offices in Canfield, Ohio list the ChFC designation; Ameriprise Financial Services, LLC 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 Canfield?

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.