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
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Colleyville, TX

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

5 ChFC holders work in Colleyville; the most are at Cambridge Investment Research Advisors, Inc. (1). 5 are also registered broker representatives.

ChFC advisors in Colleyville, A to Z

Every advisor in Colleyville →
  • Scott D. ClarkeCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • David W. HallState Farm Investment Management Corp. · Chartered Financial Consultant
  • Danny C. HolifieldEdward Jones · Chartered Financial Consultant
  • Jeffrey T. TurtonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Elizabeth L. WhitteberryJ. W. Cole Advisors, Inc. · Chartered Financial Consultant, Chartered Financial Analyst

Firms with the most ChFC holders in Colleyville

Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Edward Jones 1J. W. Cole Advisors, Inc. 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 7Amarillo 6

Questions

How many ChFC financial advisors are in Colleyville, TX?

5 SEC-registered investment adviser representatives at firm offices in Colleyville, Texas list the ChFC designation; Cambridge Investment Research Advisors, Inc. employs the most of them (1).

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 Colleyville?

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.