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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Norman, OK

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

6 ChFC holders work in Norman; the most are at Edward Jones (2). 6 are also registered broker representatives.

ChFC advisors in Norman, A to Z

Every advisor in Norman →
  • Lisa A. BakerEdward Jones · Chartered Financial Consultant
  • Julia D. ChewState Farm Investment Management Corp. · Chartered Financial Consultant
  • Kenneth R. DivelbissGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Rodney C. JonesCetera Investment Advisers LLC · Chartered Financial Consultant
  • Brian S. RichardsonEdward Jones · Chartered Financial Consultant
  • Michael W. SigmonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Norman

Edward Jones 2Cetera Investment Advisers LLC 1Great Valley Advisor Group, LLC 1LPL Financial LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Oklahoma cities

All of Oklahoma →

Tulsa 30Oklahoma City 17Edmond 11Owasso 3

Questions

How many ChFC financial advisors are in Norman, OK?

6 SEC-registered investment adviser representatives at firm offices in Norman, Oklahoma list the ChFC designation; Edward Jones 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 Norman?

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.