Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Strongsville, OH

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

3 ChFC holders work in Strongsville; the most are at Coordinated Capital Securities, Inc. (1). 3 are also registered broker representatives.

ChFC advisors in Strongsville, A to Z

Every advisor in Strongsville →

Gregory L. ChaplinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Dane A. DonaldsonState Farm Investment Management Corp. · Chartered Financial Consultant
Charles R. Stephan Jr.Coordinated Capital Securities, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Strongsville

Coordinated Capital Securities, Inc. 1 Edward Jones 1 State Farm Investment Management Corp. 1

ChFC advisors in other Ohio cities

All of Ohio →

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

Questions

How many ChFC financial advisors are in Strongsville, OH?

3 SEC-registered investment adviser representatives at firm offices in Strongsville, Ohio list the ChFC designation; Coordinated Capital Securities, 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 Strongsville?

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.