Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Gallatin, TN
Every SEC-registered financial advisor at a firm office in Gallatin who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Gallatin; the most are at Edward Jones (2). 4 are also registered broker representatives.
ChFC advisors in Gallatin, A to Z
Every advisor in Gallatin →- Crystal BanningEdward Jones · Chartered Financial Consultant
- Jeannie B. Gregory PattersonState Farm Investment Management Corp. · Chartered Financial Consultant
- Linda MurphyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Marilee A. ThomsonState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Gallatin
ChFC advisors in other Tennessee cities
All of Tennessee →Knoxville 29Franklin 27Brentwood 23Nashville 20Memphis 19Murfreesboro 12Chattanooga 8Clarksville 7Collierville 6Johnson City 6Germantown 5Jackson 5Hendersonville 3Spring Hill 3
Questions
How many ChFC financial advisors are in Gallatin, TN?
4 SEC-registered investment adviser representatives at firm offices in Gallatin, Tennessee 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 Gallatin?
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.