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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Southlake, TX

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

10 ChFC holders work in Southlake; the most are at Edward Jones (3). 8 are also registered broker representatives.

ChFC advisors in Southlake, A to Z

Every advisor in Southlake →
  • Paul D. AlwineEdward Jones · Chartered Financial Consultant
  • Joel G. ChouinardSharpedge Financial · Chartered Financial Consultant
  • Taryn L. KestersonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Shawn D. MechlerCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Phillip J. MeyerStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
  • Mark D. MillerCetera Investment Advisers LLC · Chartered Financial Consultant
  • Aaron PeckPark Avenue Securities LLC · Chartered Financial Consultant
  • Victor PriceStrategic Advisers LLC · Chartered Financial Consultant
  • Michael S. RaichEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • William A. Tyler Jr.Aspen Creek Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Southlake

Edward Jones 3Cetera Investment Advisers LLC 2Aspen Creek Wealth Management, LLC 1Park Avenue Securities LLC 1Sharpedge Financial 1Stifel, Nicolaus & Company, Incorporated 1Strategic Advisers LLC 1

ChFC advisors in other Texas cities

All of Texas →

Houston 106Austin 102San Antonio 73Dallas 65Fort Worth 52Plano 25McKinney 16Frisco 15The Woodlands 15Richardson 14Arlington 13Corpus Christi 12Sugar Land 12El Paso 11Georgetown 9Spring 9Abilene 8Addison 8Conroe 8Cypress 7Katy 7Round Rock 7Amarillo 6Boerne 6

Questions

How many ChFC financial advisors are in Southlake, TX?

10 SEC-registered investment adviser representatives at firm offices in Southlake, Texas list the ChFC designation; Edward Jones employs the most of them (3).

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 Southlake?

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.