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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Medina, OH

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

6 ChFC holders work in Medina; the most are at Raymond James Financial Services Advisors, Inc. (2). 5 are also registered broker representatives.

ChFC advisors in Medina, A to Z

Every advisor in Medina →
  • Sandra L. GasserRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Robert E. OchRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Chad SokolowskiState Farm Investment Management Corp. · Chartered Financial Consultant
  • Stephen S. WestState Farm Investment Management Corp. · Chartered Financial Consultant
  • Matthew K. WhitsonOsaic Wealth, Inc. · Chartered Financial Consultant
  • Steven S. ZangmeisterAspire Growth Partners LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Medina

Raymond James Financial Services Advisors, Inc. 2State Farm Investment Management Corp. 2Aspire Growth Partners LLC 1Osaic Wealth, Inc. 1

ChFC advisors in other Ohio cities

All of Ohio →

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

Questions

How many ChFC financial advisors are in Medina, OH?

6 SEC-registered investment adviser representatives at firm offices in Medina, Ohio list the ChFC designation; Raymond James Financial Services Advisors, Inc. 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 Medina?

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.