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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Mason, OH

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

5 ChFC holders work in Mason; the most are at Edward Jones (1). 5 are also registered broker representatives.

ChFC advisors in Mason, A to Z

Every advisor in Mason →

Firms with the most ChFC holders in Mason

Edward Jones 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Provenance Wealth Advisors 1State Farm Investment Management Corp. 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 6Canfield 5Hilliard 5Hudson 5Mansfield 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4

Questions

How many ChFC financial advisors are in Mason, OH?

5 SEC-registered investment adviser representatives at firm offices in Mason, Ohio list the ChFC designation; Edward Jones employs the most of them (1).

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 Mason?

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.