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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Collierville, TN

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

The short answer

5 ChFC holders work in Collierville; the most are at Commonwealth Financial Network (1). 4 are also registered broker representatives.

ChFC advisors in Collierville, A to Z

Every advisor in Collierville →
  • Charles AuerbachTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • William F. HancockOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • David A. PicklerCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Brenda SeegerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Arther M. WellsState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Collierville

Commonwealth Financial Network 1Edward Jones 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1Tlg Advisors, Inc. 1

ChFC advisors in other Tennessee cities

All of Tennessee →

Knoxville 29Franklin 27Brentwood 23Nashville 20Memphis 19Murfreesboro 12Chattanooga 8Clarksville 7Johnson City 6Germantown 5Jackson 5Gallatin 4Hendersonville 3Spring Hill 3

Questions

How many ChFC financial advisors are in Collierville, TN?

5 SEC-registered investment adviser representatives at firm offices in Collierville, Tennessee list the ChFC designation; Commonwealth Financial Network employs the most of them (1).

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 Collierville?

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.