Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in San Antonio, TX
Every SEC-registered financial advisor at a firm office in San Antonio who lists the Chartered Financial Consultant designation, A to Z.
The short answer
72 ChFC holders work in San Antonio; the most are at State Farm Investment Management Corp. (21). 58 are also registered broker representatives.
ChFC advisors in San Antonio, A to Z
Every advisor in San Antonio →- David S. AkrightCaptrust · Certified Financial Planner, Chartered Financial Consultant
- David M. BallardLPL Financial LLC · Chartered Financial Consultant
- Robert K. BaughCetera Investment Advisers LLC · Chartered Financial Consultant
- George P. Becknell IIIMML Investors Services, LLC · Chartered Financial Consultant
- Karesse R. BradleyLPL Enterprise, LLC · Chartered Financial Consultant
- Donald M. BrittState Farm Investment Management Corp. · Chartered Financial Consultant
- Jessica CarlosState Farm Investment Management Corp. · Chartered Financial Consultant
- David J. ClappEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Joan H. ClevelandSwbc Investment Company · Chartered Financial Consultant
- John C. Conlin IIILPL Enterprise, LLC · Chartered Financial Consultant
- Chad O. DawsonState Farm Investment Management Corp. · Chartered Financial Consultant
- Macdonald C. EtugboUsaa Investment Services Company · Certified Financial Planner, Chartered Financial Consultant
- Thomas D. FaughtCary Street Partners · Chartered Financial Consultant
- Thomas J. FladdState Farm Investment Management Corp. · Chartered Financial Consultant
- Alison J. FlaumEagle Strategies LLC · Chartered Financial Consultant
- John B. FrahmEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Daniel FuentesUsaa Investment Services Company · Certified Financial Planner, Chartered Financial Consultant
- Alicia A. FuschakAvid Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. GallagherMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael D. GleasonOsaic Wealth, Inc. · Chartered Financial Consultant
- Nancy J. GoddardState Farm Investment Management Corp. · Chartered Financial Consultant
- Marie Goforth AlbarianCentaurus Financial, Inc. · Chartered Financial Consultant
- Kathleen W. GrahamKestra Advisory Services, LLC · Chartered Financial Consultant
- Pamela M. GreenMML Investors Services, LLC · Chartered Financial Consultant
- Gerhardt G. HartmanSa Financial Solutions, LLC · Chartered Financial Consultant
- Roger A. HaynesState Farm Investment Management Corp. · Chartered Financial Consultant
- Andrew S. HedrickEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
- Yoshia M. HenceCetera Investment Advisers LLC · Chartered Financial Consultant
- Mary Ellen S. JablonskiState Farm Investment Management Corp. · Chartered Financial Consultant
- Brian P. JacobsonState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael D. JohnstonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Eric I. KalaAvid Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Allen D. Kaufmann Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
- Barret L. KolleAvid Wealth Partners, LLC · Chartered Financial Consultant
- Peter M. LewisMML Investors Services, LLC · Chartered Financial Consultant
- Samuel M. LongoriaState Farm Investment Management Corp. · Chartered Financial Consultant
- Jacqueline A. LugarState Farm Investment Management Corp. · Chartered Financial Consultant
- Ramiro MarmolejoWealth Watch Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Celia K. MartelSchwab Wealth Advisory, Inc. · Chartered Financial Consultant
- Kevin McStravicState Farm Investment Management Corp. · Chartered Financial Consultant
- Michele H. MeeksState Farm Investment Management Corp. · Chartered Financial Consultant
- Karina MoretzPathfinder Planning LLC · Certified Financial Planner, Chartered Financial Consultant
- Faith MorrisFrost Investment Services · Chartered Financial Consultant
- Candice D. NavarroState Farm Investment Management Corp. · Chartered Financial Consultant
- Elizabeth A. OlneyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Michael A. PetterWestpark Wealth Advisors, Inc. · Chartered Financial Consultant
- Noah PierceState Farm Investment Management Corp. · Chartered Financial Consultant
- John B. PitreState Farm Investment Management Corp. · Chartered Financial Consultant
- Richard A. PlantoOsaic Wealth, Inc. · Chartered Financial Consultant
- Alex E. PostState Farm Investment Management Corp. · Chartered Financial Consultant
- Daniel J. ReinkeAvid Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Geraldo S. ReyesLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Natalie A. ReyesState Farm Investment Management Corp. · Chartered Financial Consultant
- Harvey L. RichardsCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Garrick G. RuizAquifer Asset Management, LLC · Chartered Financial Consultant
- Rene A. RuizCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Don A. SlabaughDon A. Slabaugh, LLC · Chartered Financial Consultant
- Richard W. Smith Jr.LPL Financial LLC · Chartered Financial Consultant
- Russell G. StehlingAvid Wealth Partners, LLC · Chartered Financial Consultant
- Peter J. StoryState Farm Investment Management Corp. · Chartered Financial Consultant
- Roger G. StukkiePax Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Jon T. ThompsonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- John A. TruselaAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Donna L. VaughnState Farm Investment Management Corp. · Chartered Financial Consultant
- Roger A. VersteegSwbc Investment Company · Certified Financial Planner, Chartered Financial Consultant
- Lorena VillaState Farm Investment Management Corp. · Chartered Financial Consultant
- Steve M. WarrenFinancial Planning Hq, LLC · Chartered Financial Consultant
- Philip A. White Jr.Inflection Financial · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Michelle L. WoodEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Thomas O. YagerSendero Wealth Management, LLC · Chartered Financial Consultant
- Jan I. ZennerMcNally Financial Services Corporation · Chartered Financial Consultant
- Sergei A. ZweibachSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in San Antonio
State Farm Investment Management Corp. 21Avid Wealth Partners, LLC 5Edward Jones 4LPL Financial LLC 4MML Investors Services, LLC 4Cambridge Investment Research Advisors, Inc. 2Cetera Investment Advisers LLC 2LPL Enterprise, LLC 2Osaic Wealth, Inc. 2Schwab Wealth Advisory, Inc. 2Swbc Investment Company 2Usaa Investment Services Company 2Ameriprise Financial Services, LLC 1Aquifer Asset Management, LLC 1Captrust 1
ChFC advisors in other Texas cities
All of Texas →Houston 106Austin 102Dallas 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 San Antonio, TX?
72 SEC-registered investment adviser representatives at firm offices in San Antonio, 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 San Antonio?
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.