Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch up

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Carrollton, TX

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

4 ChFC holders work in Carrollton; the most are at State Farm Investment Management Corp. (2). 3 are also registered broker representatives.

ChFC advisors in Carrollton, A to Z

Every advisor in Carrollton →
  • Robert W. ErnstEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Brent W. HoltzState Farm Investment Management Corp. · Chartered Financial Consultant
  • Patrick S. JolliffeMartino Capital, LLC · Chartered Financial Consultant
  • Moon H. Lee-BarnesState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Carrollton

State Farm Investment Management Corp. 2Edward Jones 1Martino Capital, LLC 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 7Amarillo 6

Questions

How many ChFC financial advisors are in Carrollton, TX?

4 SEC-registered investment adviser representatives at firm offices in Carrollton, Texas list the ChFC designation; State Farm Investment Management Corp. 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 Carrollton?

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.