Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Solon, OH
Every SEC-registered financial advisor at a firm office in Solon who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Solon; the most are at Alpha Planning And Financial Services, Inc. (1). 1 are also registered broker representatives.
ChFC advisors in Solon, A to Z
Every advisor in Solon →- Lawrence C. DibartolomeoOsaic Wealth, Inc. · Chartered Financial Consultant
- Daniel M. GoldfarbEmpower Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Aaron R. SimpsonAlpha Planning And Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Solon
Alpha Planning And Financial Services, Inc. 1Empower Advisory Group, 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 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4
Questions
How many ChFC financial advisors are in Solon, OH?
3 SEC-registered investment adviser representatives at firm offices in Solon, Ohio list the ChFC designation; Alpha Planning And Financial Services, Inc. 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 Solon?
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.