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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Edmond, OK

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

The short answer

11 ChFC holders work in Edmond; the most are at State Farm Investment Management Corp. (5). 10 are also registered broker representatives.

ChFC advisors in Edmond, A to Z

Every advisor in Edmond →
  • Daylene K. BachmanEdward Jones · Chartered Financial Consultant
  • Dennis R. ChaumontState Farm Investment Management Corp. · Chartered Financial Consultant
  • David C. FerrellTranscendent Capital Group · Certified Financial Planner, Chartered Financial Consultant
  • Kenneth C. HeidenreichRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Steven J. ManuelState Farm Investment Management Corp. · Chartered Financial Consultant
  • Paul E. MortonCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ann M. SmithState Farm Investment Management Corp. · Chartered Financial Consultant
  • William R. StagnerStagner Financial Advisory · Chartered Financial Consultant
  • Gail L. Van NestCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Stanley K. WaltonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Thomas E. WebberState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Edmond

State Farm Investment Management Corp. 5Cambridge Investment Research Advisors, Inc. 2Edward Jones 1Raymond James Financial Services Advisors, Inc. 1Stagner Financial Advisory 1Transcendent Capital Group 1

ChFC advisors in other Oklahoma cities

All of Oklahoma →

Tulsa 30Oklahoma City 17Norman 6Owasso 3

Questions

How many ChFC financial advisors are in Edmond, OK?

11 SEC-registered investment adviser representatives at firm offices in Edmond, Oklahoma list the ChFC designation; State Farm Investment Management Corp. employs the most of them (5).

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 Edmond?

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.