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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Uniontown, OH

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

4 ChFC holders work in Uniontown; the most are at Captrust (1). 2 are also registered broker representatives.

ChFC advisors in Uniontown, A to Z

Every advisor in Uniontown →

Firms with the most ChFC holders in Uniontown

Captrust 1Edward Jones 1Integrated Wealth Management, Inc. 1Sobitz Financial Group, LLC 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 Uniontown, OH?

4 SEC-registered investment adviser representatives at firm offices in Uniontown, Ohio list the ChFC designation; Captrust 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 Uniontown?

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.