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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Westerville, OH

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

12 ChFC holders work in Westerville; the most are at LPL Financial LLC (4). 10 are also registered broker representatives.

ChFC advisors in Westerville, A to Z

Every advisor in Westerville →
  • Shawn M. ArseneauArseneau Financial · Certified Financial Planner, Chartered Financial Consultant
  • Robert BuehlerFirstten Financial · Chartered Financial Consultant
  • Thomas S. DawsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Stewart L. FlahertyRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Mark W. HavanecCetera Investment Advisers LLC · Chartered Financial Consultant
  • Martin L. JerwersFifth Third Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Joseph H. MathiasLPL Financial LLC · Chartered Financial Consultant
  • Deborah L. MontgomeryState Farm Investment Management Corp. · Chartered Financial Consultant
  • Alan P. NiemannCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Clifford R. RayburnLPL Financial LLC · Chartered Financial Consultant
  • David J. ReinigerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven J. RockwellLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Westerville

LPL Financial LLC 4State Farm Investment Management Corp. 2Arseneau Financial 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Fifth Third Securities, Inc. 1Firstten Financial 1Raymond James Financial Services Advisors, Inc. 1

ChFC advisors in other Ohio cities

All of Ohio →

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

Questions

How many ChFC financial advisors are in Westerville, OH?

12 SEC-registered investment adviser representatives at firm offices in Westerville, Ohio list the ChFC designation; LPL Financial LLC employs the most of them (4).

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 Westerville?

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.