Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Houston, TX
Every SEC-registered financial advisor at a firm office in Houston who lists the Chartered Financial Consultant designation, A to Z.
The short answer
103 ChFC holders work in Houston; the most are at State Farm Investment Management Corp. (21). 73 are also registered broker representatives.
ChFC advisors in Houston, A to Z
Every advisor in Houston →- Marina AgeyevaLPL Enterprise, LLC · Chartered Financial Consultant
- Dean D. AlexanderAlexander, Dean D. · Chartered Financial Consultant
- Michael W. AlexanderPfg Advisors · Chartered Financial Consultant
- Helen H. AltemusLPL Financial LLC · Chartered Financial Consultant
- Hien T. AppleState Farm Investment Management Corp. · Chartered Financial Consultant
- Gaston F. ArguellesState Farm Investment Management Corp. · Chartered Financial Consultant
- Natalie I. BarryState Farm Investment Management Corp. · Chartered Financial Consultant
- David T. BassDecision Tree Advisor · Chartered Financial Consultant
- Bradly H. BaxterWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Trevis A. BonnettVoya Financial Advisors, Inc. · Chartered Financial Consultant
- Michael F. BookerFinancial Synergies · Certified Financial Planner, Chartered Financial Consultant
- Felicia H. BoudreauxState Farm Investment Management Corp. · Chartered Financial Consultant
- Bradley A. Bruna15 Wealth Advisors LLC · Chartered Financial Consultant
- Rebekah K. BurnsMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Manuel Bustos IIStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Kristi L. CainEagle Strategies LLC · Chartered Financial Consultant
- Charles A. CalderwoodCalderwood Financial Strategies, Inc. · Chartered Financial Consultant
- Coleman E. CampbellAdvocates Wealth Planning · Certified Financial Planner, Chartered Financial Consultant
- Brett S. CarletonHeritage Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Mary K. ChiangEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul L. ComstockPaul Comstock Partners · Chartered Financial Consultant
- Dat D. DaoEdward Jones · Chartered Financial Consultant
- Jason B. DavisTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Travis F. DavisState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael C. DoeringStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
- Gloria A. DowiakCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Darrell W. EllisorGlobal Retirement Partners LLC · Chartered Financial Consultant
- Kristopher F. EtterBeacon Financial Planners, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andy C. EvansEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Maco S. FowlkesBranson Fowlkes Russell Inc. · Certified Financial Planner, Chartered Financial Consultant
- Theodore D. FranklinState Farm Investment Management Corp. · Chartered Financial Consultant
- John M. FryCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Heydi S. GarciaState Farm Investment Management Corp. · Chartered Financial Consultant
- Robert A. Gardner IIIWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Peter C. Goudeau Jr.LPL Financial LLC · Chartered Financial Consultant
- Melvin L. GrossOsaic Wealth, Inc. · Chartered Financial Consultant
- George E. HaasCorient · Certified Financial Planner, Chartered Financial Consultant
- Jeiccy J. HakimEdward Jones · Chartered Financial Consultant
- David G. HansonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Orie Helaire Jr.Epiphany Wealth Management · Chartered Financial Consultant, Personal Financial Specialist
- Jeremy J. HenryState Farm Investment Management Corp. · Chartered Financial Consultant
- Timothy G. HermeschLatitude Investment Group · Chartered Financial Consultant
- Cindy C. HerzogState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael W. HesseOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James A. HintzMha Financial Corp. · Chartered Financial Consultant
- Christine A. HoellerEagle Strategies LLC · Chartered Financial Consultant
- Heather R. HofstetterOak Harvest Investment Services · Chartered Financial Consultant
- Michael J. HoodNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Dustin HumrichOak Harvest Investment Services · Chartered Financial Consultant
- Peter L. IvanyiGuided Capital Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph E. Johnston IIIIntegrated Wealth Concepts LLC · Chartered Financial Consultant
- Walter E. KatzMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeri L. Kohutek McKinleyState Farm Investment Management Corp. · Chartered Financial Consultant
- Kevin L. KyleIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott K. LeState Farm Investment Management Corp. · Chartered Financial Consultant
- Jacob C. LewisEndeavor Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Bob J. LincolnJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Carolyn LingleBrownlee Wealth Management · Chartered Financial Consultant
- Paul E. LoveSaxon Financial Group · Chartered Financial Consultant
- Troy M. MahonStrategic Advisers LLC · Chartered Financial Consultant
- Steve MangoldArax Advisory Partners · Chartered Financial Consultant
- Kyle MasonValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David M. MillerAssuredpartners Investment Advisors · Chartered Financial Consultant
- Julie H. NguyenState Farm Investment Management Corp. · Chartered Financial Consultant
- Osereme T. OkojieEagle Strategies LLC · Chartered Financial Consultant
- Mark A. OkraglyCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Juanita C. OlsonCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Robert PalmerAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Terry E. ParhamPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew R. PerezState Farm Investment Management Corp. · Chartered Financial Consultant
- Christopher PerrasOak Harvest Investment Services · Chartered Financial Consultant, Chartered Financial Analyst
- Allen D. PongCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael A. PorterEagle Strategies LLC · Chartered Financial Consultant
- Ken QuachState Farm Investment Management Corp. · Chartered Financial Consultant
- Bruce H. QuickAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jerrad D. RagsdellState Farm Investment Management Corp. · Chartered Financial Consultant
- James D. RatliffRia Advisors · Certified Financial Planner, Chartered Financial Consultant
- Charles W. RawlSunbelt Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Alvin V. RichardsRichards Financial Planning, LLC · Chartered Financial Consultant
- Gregory RivineEagle Strategies LLC · Chartered Financial Consultant
- Shane RogersState Farm Investment Management Corp. · Chartered Financial Consultant
- Ann B. RonnLPL Financial LLC · Chartered Financial Consultant
- Brian W. SakGranite Harbor Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sammy M. SalekCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Carl E. ScarbroughMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alex B. ShurinEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
- Lance SingletaryValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph SreshtaOnepoint Bfg Wealth Partners · Chartered Financial Consultant
- Ryan L. StegallState Farm Investment Management Corp. · Chartered Financial Consultant
- Hien V. TranState Farm Investment Management Corp. · Chartered Financial Consultant
- Matthew K. TupaState Farm Investment Management Corp. · Chartered Financial Consultant
- Karin L. TysonPrime Capital Financial · Certified Financial Planner, Chartered Financial Consultant
- Juan F. ValdiviesoBanorte Asset Management, Inc. · Chartered Financial Consultant
- Angelica M. VasquezState Farm Investment Management Corp. · Chartered Financial Consultant
- Arv VilutisFinancial Synergies · Chartered Financial Consultant
- Leonard W. Warner Jr.Osaic Wealth, Inc. · Chartered Financial Consultant
- Matthew C. WebberCetera Investment Advisers LLC · Chartered Financial Consultant
- John W. Wheeler Jr.Cetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Cecil D. Williams Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
- Justin C. WilliamsEagle Strategies LLC · Chartered Financial Consultant
- John W. WilsonMML Investors Services, LLC · Chartered Financial Consultant
- Jeffrey A. WrightTeamwork Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- David ZianEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Houston
State Farm Investment Management Corp. 21Eagle Strategies LLC 7Cetera Investment Advisers LLC 4Edward Jones 4LPL Financial LLC 4Cambridge Investment Research Advisors, Inc. 3MML Investors Services, LLC 3Oak Harvest Investment Services 3Osaic Wealth, Inc. 3Financial Synergies 2Integrated Wealth Concepts LLC 2Strategic Advisers LLC 2Valic Financial Advisors, Inc. 215 Wealth Advisors LLC 1Advocates Wealth Planning 1
ChFC advisors in other Texas cities
All of Texas →Austin 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 6Boerne 6
Questions
How many ChFC financial advisors are in Houston, TX?
103 SEC-registered investment adviser representatives at firm offices in Houston, Texas list the ChFC designation; State Farm Investment Management Corp. employs the most of them (21).
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 Houston?
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.