Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Worthington, OH

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

6 ChFC holders work in Worthington; the most are at LPL Financial LLC (2). 4 are also registered broker representatives.

ChFC advisors in Worthington, A to Z

Every advisor in Worthington →
  • John H. CrowLPL Financial LLC · Chartered Financial Consultant
  • Scott A. LucasInvicta Advisors LLC · Chartered Financial Consultant
  • Christopher S. MarmionKestra Private Wealth Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael T. MartinRossby Financial, LLC · Chartered Financial Consultant
  • Andrew SimmsLPL Financial LLC · Chartered Financial Consultant
  • James M. VaughanVaughan Investment Advisors, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Worthington

LPL Financial LLC 2Invicta Advisors LLC 1Kestra Private Wealth Services, LLC 1Rossby Financial, LLC 1Vaughan Investment Advisors, 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 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4

Questions

How many ChFC financial advisors are in Worthington, OH?

6 SEC-registered investment adviser representatives at firm offices in Worthington, Ohio list the ChFC designation; LPL Financial LLC 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 Worthington?

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.