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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lexington, SC

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

The short answer

7 ChFC holders work in Lexington; the most are at State Farm Investment Management Corp. (4). 7 are also registered broker representatives.

ChFC advisors in Lexington, A to Z

Every advisor in Lexington →
  • Gregory S. BingelCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Gerrie M. GreshamState Farm Investment Management Corp. · Chartered Financial Consultant
  • Edward L. Hutto Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Jason W. KyzerEdward Jones · Chartered Financial Consultant
  • Brandon T. McGrewPrincipal Securities, Inc. · Chartered Financial Consultant
  • Shawn McIlravyState Farm Investment Management Corp. · Chartered Financial Consultant
  • William B. TaylorState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Lexington

State Farm Investment Management Corp. 4Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Principal Securities, Inc. 1

ChFC advisors in other South Carolina cities

All of South Carolina →

Columbia 23Greenville 19Mount Pleasant 14Charleston 13Myrtle Beach 12Fort Mill 8Aiken 5Mt. Pleasant 5Summerville 5Florence 4Landrum 4Bluffton 3Chapin 3Clover 3Daniel Island 3Easley 3Hilton Head 3Mt Pleasant 3Spartanburg 3West Columbia 3

Questions

How many ChFC financial advisors are in Lexington, SC?

7 SEC-registered investment adviser representatives at firm offices in Lexington, South Carolina list the ChFC designation; State Farm Investment Management Corp. 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 Lexington?

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.