Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in College Station, TX
Every SEC-registered financial advisor at a firm office in College Station who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in College Station; the most are at Edward Jones (2). 4 are also registered broker representatives.
ChFC advisors in College Station, A to Z
Every advisor in College Station →- Lucas A. CoffeyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Steven C. ColsonOfg Financial Services, Inc. · Chartered Financial Consultant
- Scott E. HalliwellLPL Financial LLC · Chartered Financial Consultant
- Joshua L. LandmanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in College Station
Edward Jones 2LPL Financial LLC 1Ofg Financial Services, Inc. 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 College Station, TX?
4 SEC-registered investment adviser representatives at firm offices in College Station, 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 College Station?
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.