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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Amarillo, TX

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

6 ChFC holders work in Amarillo; the most are at Edward Jones (2). 6 are also registered broker representatives.

ChFC advisors in Amarillo, A to Z

Every advisor in Amarillo →
  • Dana R. CurtisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Jimmy D. CurtisLeo Wealth, LLC · Chartered Financial Consultant
  • John D. DawsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Miles HarrisMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kirk H. HaworthCetera Investment Advisers LLC · Chartered Financial Consultant
  • Joseph B. Peterson Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Amarillo

Edward Jones 2Cetera Investment Advisers LLC 1Leo Wealth Americas, LLC 1Leo Wealth, LLC 1MML Investors Services, LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Texas cities

All of Texas →

Houston 106Austin 102San Antonio 73Dallas 65Fort Worth 52Plano 25McKinney 16Frisco 15The Woodlands 15Richardson 14Arlington 13Corpus Christi 12Sugar Land 12El Paso 11Southlake 10Georgetown 9Spring 9Abilene 8Addison 8Conroe 8Cypress 7Katy 7Round Rock 7Boerne 6

Questions

How many ChFC financial advisors are in Amarillo, TX?

6 SEC-registered investment adviser representatives at firm offices in Amarillo, Texas 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 Amarillo?

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.