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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Georgetown, TX

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

9 ChFC holders work in Georgetown; the most are at Edward Jones (4). 8 are also registered broker representatives.

ChFC advisors in Georgetown, A to Z

Every advisor in Georgetown →
  • James L. Allen IIIState Farm Investment Management Corp. · Chartered Financial Consultant
  • Andrew B. CottrillEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Allison E. DickmannState Farm Investment Management Corp. · Chartered Financial Consultant
  • William S. Hart Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Kelly G. HerringMwa Financial Services Inc. · Chartered Financial Consultant
  • Robert W. HuntleyCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Tomasa L. MartinezEdward Jones · Chartered Financial Consultant
  • Douglas A. NobleRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Preston R. ParkerEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Georgetown

Edward Jones 4State Farm Investment Management Corp. 2Cwm, LLC 1Mwa Financial Services Inc. 1Raymond James & Associates, 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 10Spring 9Abilene 8Addison 8Conroe 8Cypress 7Katy 7Round Rock 7Amarillo 6Boerne 6

Questions

How many ChFC financial advisors are in Georgetown, TX?

9 SEC-registered investment adviser representatives at firm offices in Georgetown, Texas list the ChFC designation; Edward Jones employs the most of them (4).

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 Georgetown?

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.