Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Dayton, OH
Every SEC-registered financial advisor at a firm office in Dayton who lists the Chartered Financial Consultant designation, A to Z.
15 ChFC holders work in Dayton; the most are at State Farm Investment Management Corp. (4). 11 are also registered broker representatives.
ChFC advisors in Dayton, A to Z
Every advisor in Dayton →- Drew A. BrazieWestminster Financial Advisory Corp. · Chartered Financial Consultant
- Thanh T. HuynhState Farm Investment Management Corp. · Chartered Financial Consultant
- Christina N. IsraelWaverly Advisors, LLC · Chartered Financial Consultant
- Lisa M. KeeState Farm Investment Management Corp. · Chartered Financial Consultant
- Robert E. LampeRightwealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicole E. LanningAnderson Financial Strategies, LLC · Chartered Financial Consultant
- William L. LoweBeacon Capital Management, Inc. · Chartered Financial Consultant
- William J. MarkerBorland Marker · Certified Financial Planner, Chartered Financial Consultant
- Harlan V. MillerRegency Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicholas J. MiozziMai Capital Management, LLC · Chartered Financial Consultant
- Linda L. NervisState Farm Investment Management Corp. · Chartered Financial Consultant
- Steven R. ReedState Farm Investment Management Corp. · Chartered Financial Consultant
- Brian K. SchultzCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Christine P. TenbargeTudor Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
- April L. WhiteheadAmeriprise Financial Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Dayton
State Farm Investment Management Corp. 4Tudor Financial, Inc. 2Ameriprise Financial Services, LLC 1Anderson Financial Strategies, LLC 1Beacon Capital Management, Inc. 1Borland Marker 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Mai Capital Management, LLC 1Regency Financial, LLC 1Rightwealth Advisors, LLC 1Waverly Advisors, LLC 1Westminster Financial Advisory Corp. 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Cincinnati 53Dublin 21Toledo 20Independence 16Cleveland 14Canton 13Westerville 12Westlake 12Akron 11Maumee 11Beachwood 6Findlay 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4
Questions
How many ChFC financial advisors are in Dayton, OH?
15 SEC-registered investment adviser representatives at firm offices in Dayton, Ohio list the ChFC designation; State Farm Investment Management Corp. employs the most of them (4).
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 Dayton?
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.