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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Oak Ridge, TN

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

The short answer

3 ChFC holders work in Oak Ridge; the most are at State Farm Investment Management Corp. (3). 3 are also registered broker representatives.

ChFC advisors in Oak Ridge, A to Z

Every advisor in Oak Ridge →

Firms with the most ChFC holders in Oak Ridge

State Farm Investment Management Corp. 3

ChFC advisors in other Tennessee cities

All of Tennessee →

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

Questions

How many ChFC financial advisors are in Oak Ridge, TN?

3 SEC-registered investment adviser representatives at firm offices in Oak Ridge, Tennessee list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).

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 Oak Ridge?

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.