Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Independence, OH
Every SEC-registered financial advisor at a firm office in Independence who lists the Chartered Financial Consultant designation, A to Z.
16 ChFC holders work in Independence; the most are at Tempo Wealth (4). 11 are also registered broker representatives.
ChFC advisors in Independence, A to Z
Every advisor in Independence →- Alec AcamporaIndependence Wealth Advisors, LLC · Chartered Financial Consultant
- Corbin J. BlackburnTempo Wealth · Chartered Financial Consultant
- John B. BlattTempo Wealth · Chartered Financial Consultant
- Linda A. CahillEnza Financial, LLC · Chartered Financial Consultant
- Thomas M. CompernollePrivate Advisor Group, LLC · Chartered Financial Consultant
- Joseph R. CreaEnza Financial, LLC · Chartered Financial Consultant
- Naomi R. DagostinoEagle Strategies LLC · Chartered Financial Consultant
- Sean R. DeasyValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Timothy C. Farley Jr.Tempo Wealth · Chartered Financial Consultant
- Amy R. GaalState Farm Investment Management Corp. · Chartered Financial Consultant
- Bernard T. Garrah Jr.Tempo Wealth · Chartered Financial Consultant
- Drew M. GillEnza Financial, LLC · Chartered Financial Consultant
- James C. HyndW&S Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph P. McKeonHantz Financial Services, Inc. · Chartered Financial Consultant
- Robert F. ProvanceLincoln Investment · Chartered Financial Consultant
- Scott A. VollrathLPL Enterprise, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Independence
Tempo Wealth 4Enza Financial, LLC 3Eagle Strategies LLC 1Hantz Financial Services, Inc. 1Independence Wealth Advisors, LLC 1LPL Enterprise, LLC 1Lincoln Investment 1Private Advisor Group, LLC 1State Farm Investment Management Corp. 1Valic Financial Advisors, Inc. 1W&S Advisory Services, LLC 1W&S Brokerage Services, Inc. 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Cincinnati 53Dublin 21Toledo 20Dayton 15Cleveland 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 Independence, OH?
16 SEC-registered investment adviser representatives at firm offices in Independence, Ohio list the ChFC designation; Tempo Wealth 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 Independence?
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.