Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in McKinney, TX
Every SEC-registered financial advisor at a firm office in McKinney who lists the Chartered Financial Consultant designation, A to Z.
16 ChFC holders work in McKinney; the most are at State Farm Investment Management Corp. (8). 13 are also registered broker representatives.
ChFC advisors in McKinney, A to Z
Every advisor in McKinney →- Mark M. AhmadiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Vj ArjanConcap LLC · Certified Financial Planner, Chartered Financial Consultant
- Whitney L. BlackState Farm Investment Management Corp. · Chartered Financial Consultant
- Wendell W. BrockYield Financial Advisors · Chartered Financial Consultant
- Shelley L. ChapmanState Farm Investment Management Corp. · Chartered Financial Consultant
- John B. EdwardsState Farm Investment Management Corp. · Chartered Financial Consultant
- Steven J. HeussnerAccelerate Retirement · Chartered Financial Consultant
- Antwan S. JohnsonState Farm Investment Management Corp. · Chartered Financial Consultant
- Peter H. KnightState Farm Investment Management Corp. · Chartered Financial Consultant
- Steven D. LindbergOsaic Wealth, Inc. · Chartered Financial Consultant
- Jana MartinezEdward Jones · Chartered Financial Consultant
- Daniel MillerState Farm Investment Management Corp. · Chartered Financial Consultant
- Andrew C. ShullState Farm Investment Management Corp. · Chartered Financial Consultant
- Sam L. Thornal IIAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Travis J. TrainorState Farm Investment Management Corp. · Chartered Financial Consultant
- Eric E. WolfeSuccession Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in McKinney
State Farm Investment Management Corp. 8Edward Jones 2Accelerate Retirement 1Ameriprise Financial Services, LLC 1Concap LLC 1Osaic Wealth, Inc. 1Succession Financial, Inc. 1Yield Financial Advisors 1
ChFC advisors in other Texas cities
All of Texas →Houston 106Austin 102San Antonio 73Dallas 65Fort Worth 52Plano 25Frisco 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 McKinney, TX?
16 SEC-registered investment adviser representatives at firm offices in McKinney, Texas list the ChFC designation; State Farm Investment Management Corp. employs the most of them (8).
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 McKinney?
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.