Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Austin, TX
Every SEC-registered financial advisor at a firm office in Austin who lists the Chartered Financial Consultant designation, A to Z.
102 ChFC holders work in Austin; the most are at Kestra Advisory Services, LLC (29). 84 are also registered broker representatives.
ChFC advisors in Austin, A to Z
Every advisor in Austin →- Troy K. AhrensKestra Advisory Services, LLC · Chartered Financial Consultant
- Sonali AmodwalaEagle Strategies LLC · Chartered Financial Consultant
- Charles G. AndersonState Farm Investment Management Corp. · Chartered Financial Consultant
- Kenneth D. AndersonKestra Advisory Services, LLC · Chartered Financial Consultant
- James M. ArringtonVoya Financial Advisors, Inc. · Chartered Financial Consultant
- Daniel K. BairdState Farm Investment Management Corp. · Chartered Financial Consultant
- George R. BairdWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard W. BarnesKestra Advisory Services, LLC · Chartered Financial Consultant
- Raymond A. BauerThrivent Investment Management Inc. · Chartered Financial Consultant
- Lynn A. BealEquitable Advisors, LLC · Chartered Financial Consultant
- Richard L. BellineWaterloo Capital · Chartered Financial Consultant
- Todd C. BellistriKestra Advisory Services, LLC · Chartered Financial Consultant
- Timothy W. BicknaseEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- James A. BollerKestra Advisory Services, LLC · Chartered Financial Consultant
- Stacy M. BouwmanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Charles N. BrachtKestra Advisory Services, LLC · Chartered Financial Consultant
- Nicholas S. CarlinCarlin Wealth Management Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jana S. CarringtonState Farm Investment Management Corp. · Chartered Financial Consultant
- Thomas J. CarstensCorrigo Investment Partners, LLC · Chartered Financial Consultant
- Henry B. Coker IIIKestra Advisory Services, LLC · Chartered Financial Consultant
- Ryan S. ConnorState Farm Investment Management Corp. · Chartered Financial Consultant
- Cindy M. CookRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael J. CrossEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Charles D. DavenportOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan B. DavisBakeravenue · Certified Financial Planner, Chartered Financial Consultant
- William C. DavisKestra Advisory Services, LLC · Chartered Financial Consultant
- Gerald H. Denney Jr.Kestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David G. DunnHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Peter S. EdelsteinKestra Advisory Services, LLC · Chartered Financial Consultant
- Paul S. Faidley Jr.Kestra Advisory Services, LLC · Chartered Financial Consultant
- Teresa M. FinneyRaymond James & Associates, Inc. · Chartered Financial Consultant
- Joseph J. FisherCetera Investment Advisers LLC · Chartered Financial Consultant
- Bradford S. FittsKestra Advisory Services, LLC · Chartered Financial Consultant
- Grant E. FosterValmark Advisers, Inc. · Chartered Financial Consultant
- William F. FoxLPL Financial LLC · Chartered Financial Consultant
- John M. GamboneEntrewealth · Certified Financial Planner, Chartered Financial Consultant
- Antoinette GegaKestra Advisory Services, LLC · Chartered Financial Consultant
- Kathleen W. GrahamKestra Advisory Services, LLC · Chartered Financial Consultant
- Kevin D. GrantKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Theodore H. Heaton IIIState Farm Investment Management Corp. · Chartered Financial Consultant
- Kevin L. HeldKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph W. Himelick IICetera Investment Advisers LLC · Chartered Financial Consultant
- Brandon N. HinnebergOff-Trail Works LLC · Certified Financial Planner, Chartered Financial Consultant
- William W. HoRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Nathaniel D. HoffmanCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Benedict V. JohnsonGap Financial Services · Certified Financial Planner, Chartered Financial Consultant
- Michael B. KentorIntegrity Alliance, LLC. · Chartered Financial Consultant
- David C. KincannonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Marshall H. KincannonState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael S. Kipniss49 Financial · Chartered Financial Consultant
- Melissa L. KnippaThrivent Investment Management Inc. · Chartered Financial Consultant
- Paul LanariState Farm Investment Management Corp. · Chartered Financial Consultant
- Steven J. LondonCompendium Wealth Advisors, LLC · Chartered Financial Consultant
- Richard A. Longoria IIVoya Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Carlos H. Lowenberg Jr.Masterpiece Capital, LLC · Chartered Financial Consultant
- Thomas P. MachugaKestra Advisory Services, LLC · Chartered Financial Consultant, Personal Financial Specialist
- Kuruvila M. ManiCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. ManorPrecision Fiduciary Partners, LLC · Chartered Financial Consultant
- James R. MartinusKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tina T. MatthewsOsaic Wealth, Inc. · Chartered Financial Consultant
- Marla A. McClainKentor Financial · Chartered Financial Consultant
- Thomas P. McQuinnEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Hershel S. Meriwether IIMML Investors Services, LLC · Chartered Financial Consultant
- Jeffrey R. MigneaultKestra Advisory Services, LLC · Chartered Financial Consultant
- Cleopatra M. MoralesEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Joe M. Morris Jr.Equitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kenneth C. MorrisKestra Advisory Services, LLC · Chartered Financial Consultant
- Durward R. MullenCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- David R. NabityIntegrity Alliance, LLC. · Chartered Financial Consultant
- Ryan C. NolanPark 64 Capital, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher S. OpperKestra Advisory Services, LLC · Chartered Financial Consultant
- Marilynn OslerState Farm Investment Management Corp. · Chartered Financial Consultant
- Brian Anthony B. PabloFirst Command Advisory Services · Chartered Financial Consultant
- Brendan R. PheasantTuyyo Planning Group · Certified Financial Planner, Chartered Financial Consultant
- John W. Pink Sr.Kestra Advisory Services, LLC · Chartered Financial Consultant
- Kenneth W. PricePer Stirling Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- John S. PuailoaMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Michael E. QuigleyBeck Capital Management LLC · Chartered Financial Consultant
- Robert J. RaineyIntegrity Alliance, LLC. · Chartered Financial Consultant
- Thomas E. ReichKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephen D. RiebeUBS Financial Services Inc. · Chartered Financial Consultant
- Daniel T. RothKestra Advisory Services, LLC · Chartered Financial Consultant
- Carter G. RowlesEquitable Advisors, LLC · Chartered Financial Consultant
- Paul M. SchreierLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- George S. SinnottKestra Advisory Services, LLC · Chartered Financial Consultant
- Paul D. SmithAdvisory Services Network · Certified Financial Planner, Chartered Financial Consultant
- Christopher L. StolteIndependent Financial Partners · Certified Financial Planner, Chartered Financial Consultant
- Shannon TaylorLPL Financial LLC · Chartered Financial Consultant
- Ian L. TennantPioneer Wealth Management Group · Chartered Financial Consultant
- Ronald W. ToblemanRudd And Wisdom, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Scott S. Van Den BergCentury Management Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- David W. VerhilleIntegrity Alliance, LLC. · Chartered Financial Consultant
- Michael VillanuevaCharles Schwab & Co., Inc. · Chartered Financial Consultant
- Manfred H. Von Ehrenfried IITransamerica Financial Advisors, LLC · Chartered Financial Consultant
- John C. WahlKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Malcolm D. Walker Jr.Kestra Advisory Services, LLC · Chartered Financial Consultant
- Nathan R. WaltersKestra Advisory Services, LLC · Chartered Financial Consultant
- Anthony L. WattsKestra Private Wealth Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ben WempeJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Jarrod A. WinkcompleckGap Financial Services · Certified Financial Planner, Chartered Financial Consultant
- Samuel F. WishonKestra Advisory Services, LLC · Chartered Financial Consultant
- Erol A. WoodsIntegrity Alliance, LLC. · Chartered Financial Consultant
Firms with the most ChFC holders in Austin
Kestra Advisory Services, LLC 29State Farm Investment Management Corp. 8Integrity Alliance, LLC. 6Cetera Investment Advisers LLC 4Edward Jones 4LPL Financial LLC 4Equitable Advisors, LLC 3Eagle Strategies LLC 2Gap Financial Services 2Kentor Financial 2Osaic Wealth, Inc. 2Raymond James & Associates, Inc. 2Thrivent Investment Management Inc. 2Voya Financial Advisors, Inc. 249 Financial 1
ChFC advisors in other Texas cities
All of Texas →Houston 106San 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 7Amarillo 6Boerne 6
Questions
How many ChFC financial advisors are in Austin, TX?
102 SEC-registered investment adviser representatives at firm offices in Austin, Texas list the ChFC designation; Kestra Advisory Services, LLC employs the most of them (29).
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 Austin?
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.