Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Dallas, TX
Every SEC-registered financial advisor at a firm office in Dallas who lists the Chartered Financial Consultant designation, A to Z.
The short answer
67 ChFC holders work in Dallas; the most are at State Farm Investment Management Corp. (6). 50 are also registered broker representatives.
ChFC advisors in Dallas, A to Z
Every advisor in Dallas →- Gary S. AhrEq Wealth Advisors · Chartered Financial Consultant
- Larry K. AndersGlobal Advisory Partners, LLC · Chartered Financial Consultant
- Michael R. ArmondoRockefeller Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- James M. ArringtonVoya Financial Advisors, Inc. · Chartered Financial Consultant
- Dawn C. BenkoLevel Four Advisory Services · Chartered Financial Consultant
- Sharon E. BerryIsc Advisors, Inc. · Chartered Financial Consultant
- Roxanne B. BrownState Farm Investment Management Corp. · Chartered Financial Consultant
- Cynthia L. BurtonBok Financial Private Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Bill E. CarterCarter Advisory Services, Inc. · Chartered Financial Consultant
- Alan W. ChewMorgan Stanley · Chartered Financial Consultant
- Claire A. ChiaraCetera Investment Advisers LLC · Chartered Financial Consultant
- Brent P. CooperState Farm Investment Management Corp. · Chartered Financial Consultant
- Clair G. CrosslandLfs Ria, LLC · Chartered Financial Consultant
- Ronnie C. Davis Jr.J.P. Morgan Securities LLC · Chartered Financial Consultant
- Kelsey A. DelucaState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael B. DigiacintoWorth Financial Group Inc. · Chartered Financial Consultant
- James L. EinspanierOsaic Wealth, Inc. · Chartered Financial Consultant
- Chad ForsbergStrategic Advisers LLC · Chartered Financial Consultant
- Shawn H. FosterAmeritas Advisory Services, LLC · Chartered Financial Consultant
- William R. GammellStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Leonard J. GargaglianoMML Investors Services, LLC · Chartered Financial Consultant
- Lawrence A. Gekiere Jr.Turtle Creek Wealth Advisors, LLC · Chartered Financial Consultant
- Lawrence A. GekiereOsaic Wealth, Inc. · Chartered Financial Consultant
- Michael E. GladwinGuidestone Advisors · Certified Financial Planner, Chartered Financial Consultant
- Kevin D. GrantKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Reginald L. GreenEdward Jones · Chartered Financial Consultant
- John P. HallState Farm Investment Management Corp. · Chartered Financial Consultant
- Stephen L. HarrisCetera Investment Advisers LLC · Chartered Financial Consultant
- Brian P. HaseldenIsc Advisors, Inc. · Chartered Financial Consultant
- Todd S. HealyValmark Advisers, Inc. · Chartered Financial Consultant
- Ethan L. HokansonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kathryn J. HuntemanIsc Advisors, Inc. · Chartered Financial Consultant
- Christopher D. JeffersCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Barry F. JohnsonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark J. KasharMML Investors Services, LLC · Chartered Financial Consultant
- Donald J. LagrangeMurphy & Sylvest · Certified Financial Planner, Chartered Financial Consultant
- James R. LesterHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Mashanda L. MartinState Farm Investment Management Corp. · Chartered Financial Consultant
- Chad R. McAuliffAdvisor Resource Council · Certified Financial Planner, Chartered Financial Consultant
- David L. McCallaOsaic Wealth, Inc. · Chartered Financial Consultant
- Kenneth M. McClanahanCorient · Certified Financial Planner, Chartered Financial Consultant
- John F. Moore Jr.Northwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul R. MorrisLevel Four Advisory Services · Chartered Financial Consultant
- Robert C. MosesBeacon Financial Group · Chartered Financial Consultant
- Karthik MuralirajCommonwealth Financial Network · Chartered Financial Consultant
- Thomas E. MurphyMurphy & Sylvest · Certified Financial Planner, Chartered Financial Consultant
- Patrick T. NolanMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Philip L. OrwigFair Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Porter L. Ozanne IIIProbity Advisors, Inc. · Chartered Financial Consultant
- Daniel T. ProulxIsc Advisors, Inc. · Chartered Financial Consultant
- Joseph R. RadovicOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthew R. RakofskyState Farm Investment Management Corp. · Chartered Financial Consultant
- Robert H. RinkerThe Ameriflex Group · Chartered Financial Consultant
- Jeffrey E. RobinsonGuidestone Advisors · Certified Financial Planner, Chartered Financial Consultant
- Stephen J. SchindlerMomentum Independent Network Inc. · Chartered Financial Consultant
- William R. SkeetersLincoln Investment · Chartered Financial Consultant
- Chad A. SmithBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel R. SnoverPmv Capital Advisers, LLC · Chartered Financial Consultant
- Sharon StarkCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- David M. StewartCetera Investment Advisers LLC · Chartered Financial Consultant
- Robert H. Trowbridge IIICoppell Advisory Solutions LLC · Chartered Financial Consultant
- B. F. VoigtCorient · Chartered Financial Consultant
- Marcus B. WalkerFifth Third Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Sonja J. WhiteFortune Wealth Management, LLC · Chartered Financial Consultant
- Michael L. WilliamsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthew G. WilsonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Kelli A. YoungAscentis Independent Advisors, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Dallas
State Farm Investment Management Corp. 6MML Investors Services, LLC 5Cetera Investment Advisers LLC 4Isc Advisors, Inc. 4Osaic Wealth, Inc. 4Cambridge Investment Research Advisors, Inc. 2Corient 2Guidestone Advisors 2Level Four Advisory Services 2Murphy & Sylvest 2Raymond James Financial Services Advisors, Inc. 2Strategic Advisers LLC 2Advisor Resource Council 1Ameritas Advisory Services, LLC 1Ascentis Independent Advisors, LLC 1
ChFC advisors in other Texas cities
All of Texas →Houston 106Austin 102San Antonio 73Fort 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 Dallas, TX?
67 SEC-registered investment adviser representatives at firm offices in Dallas, Texas list the ChFC designation; State Farm Investment Management Corp. employs the most of them (6).
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 Dallas?
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.