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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Plano, TX

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

25 ChFC holders work in Plano; the most are at State Farm Investment Management Corp. (6). 16 are also registered broker representatives.

ChFC advisors in Plano, A to Z

Every advisor in Plano →
  • Jordan N. AndreolaFisher Investments · Chartered Financial Consultant
  • Robert A. Bachalo Jr.Usaa Investment Services Company · Chartered Financial Consultant
  • Douglas M. BartolNexus One Financial Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • Glenda G. BeachState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jared L. CainFisher Investments · Chartered Financial Consultant
  • Kayla A. CreamerMariner · Certified Financial Planner, Chartered Financial Consultant
  • Louie DevegaState Farm Investment Management Corp. · Chartered Financial Consultant
  • David S. DrydenInsight Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • Joseph GohFinancial & Tax Architects, LLC · Chartered Financial Consultant
  • Raymond Holden Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • David J. KileyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Adam B. LeggettState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jarrod R. LeisurePNC Wealth Management LLC · Chartered Financial Consultant
  • Mark G. MaddenFisher Investments · Chartered Financial Consultant
  • Darin M. McCulloughState Farm Investment Management Corp. · Chartered Financial Consultant
  • Gregory O. McCurryHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Kevin RackersEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Christie M. RussellPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jon A. ShoemakerEagle Strategies LLC · Chartered Financial Consultant
  • Daniel L. SpeerFisher Investments · Certified Financial Planner, Chartered Financial Consultant
  • Alessandro UggeBok Financial Private Wealth, Inc. · Chartered Financial Consultant
  • Michael J. VestalCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael R. WestFisher Investments · Chartered Financial Consultant
  • Risdon E. Woodard IIILPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Janice J. WrightUBS Financial Services Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Plano

State Farm Investment Management Corp. 6Fisher Investments 5Bok Financial Private Wealth, Inc. 1Bok Financial Securities, Inc. 1Cambridge Investment Research Advisors, Inc. 1Eagle Strategies LLC 1Edward Jones 1Financial & Tax Architects, LLC 1Hornor, Townsend & Kent, LLC 1Insight Wealth Partners 1LPL Financial LLC 1Mariner 1Nexus One Financial Advisors LLC 1PNC Wealth Management LLC 1Park Avenue Securities LLC 1

ChFC advisors in other Texas cities

All of Texas →

Houston 106Austin 102San Antonio 73Dallas 65Fort Worth 52McKinney 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 Plano, TX?

25 SEC-registered investment adviser representatives at firm offices in Plano, 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 Plano?

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.