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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Richardson, TX

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

The short answer

13 ChFC holders work in Richardson; the most are at State Farm Investment Management Corp. (7). 11 are also registered broker representatives.

ChFC advisors in Richardson, A to Z

Every advisor in Richardson →
  • Stephen J. BlumStrategic Wealth Planning · Certified Financial Planner, Chartered Financial Consultant
  • Richard GoodwinRealta Investment Advisors, Inc. · Chartered Financial Consultant
  • Ryan T. HoldemanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Molly R. McCarthyLd Lowe Wealth Advisory · Chartered Financial Consultant
  • John B. MooreState Farm Investment Management Corp. · Chartered Financial Consultant
  • John P. MusialState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jon D. RaichelsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Sheron A. RichardsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Andrew RossAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Christopher M. SalmState Farm Investment Management Corp. · Chartered Financial Consultant
  • William A. SheaOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ryan TaylorLemnis Capital · Chartered Financial Consultant
  • Michael J. TuckerState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Richardson

State Farm Investment Management Corp. 7Ameriprise Financial Services, LLC 1Ld Lowe Wealth Advisory 1Lemnis Capital 1Osaic Wealth, Inc. 1Realta Investment Advisors, Inc. 1Strategic Wealth Planning 1

ChFC advisors in other Texas cities

All of Texas →

Houston 106Austin 102San Antonio 73Dallas 65Fort Worth 52Plano 25McKinney 16Frisco 15The Woodlands 15Arlington 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 Richardson, TX?

13 SEC-registered investment adviser representatives at firm offices in Richardson, Texas list the ChFC designation; State Farm Investment Management Corp. employs the most of them (7).

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 Richardson?

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.