Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Memphis, TN
Every SEC-registered financial advisor at a firm office in Memphis who lists the Chartered Financial Consultant designation, A to Z.
19 ChFC holders work in Memphis; the most are at MML Investors Services, LLC (6). 16 are also registered broker representatives.
ChFC advisors in Memphis, A to Z
Every advisor in Memphis →- Ralph BondPackerland Brokerage Services, Inc. · Chartered Financial Consultant
- Raymond W. BrandonBrandon Financial Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Larry C. ClaytonCapital Analysts · Chartered Financial Consultant
- James R. ColeMariner · Certified Financial Planner, Chartered Financial Consultant
- Marcus E. EspositoMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kathleen FishKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jimmy S. ForbisOsaic Wealth, Inc. · Chartered Financial Consultant
- Jason B. FrazierMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew P. GantState Farm Investment Management Corp. · Chartered Financial Consultant
- Ralph E. GillentineLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Walter GrantGlobal Retirement Partners LLC · Chartered Financial Consultant
- William B. Howard Jr.William Howard & Co. Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Milton L. KnowltonMML Investors Services, LLC · Chartered Financial Consultant
- Mark C. LoftisMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan M. MontgomeryMML Investors Services, LLC · Chartered Financial Consultant
- George H. Moore Jr.Park Avenue Securities LLC · Chartered Financial Consultant
- John Phillips IVMML Investors Services, LLC · Chartered Financial Consultant
- Graham L. PollanPark Avenue Securities LLC · Chartered Financial Consultant
- Samuel A. Thompson IIISummit Asset Management LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Memphis
MML Investors Services, LLC 6Park Avenue Securities LLC 2Brandon Financial Planning, Inc. 1Capital Analysts 1Global Retirement Partners LLC 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Mariner 1Osaic Wealth, Inc. 1Packerland Brokerage Services, Inc. 1State Farm Investment Management Corp. 1Summit Asset Management LLC 1William Howard & Co. Financial Advisors, Inc. 1
ChFC advisors in other Tennessee cities
All of Tennessee →Knoxville 29Franklin 27Brentwood 23Nashville 20Murfreesboro 12Chattanooga 8Clarksville 7Collierville 6Johnson City 6Germantown 5Jackson 5Gallatin 4Hendersonville 3Spring Hill 3
Questions
How many ChFC financial advisors are in Memphis, TN?
19 SEC-registered investment adviser representatives at firm offices in Memphis, Tennessee list the ChFC designation; MML Investors Services, LLC employs the most of them (6).
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 Memphis?
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.