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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Sugar Land, TX

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

12 ChFC holders work in Sugar Land; the most are at State Farm Investment Management Corp. (3). 10 are also registered broker representatives.

ChFC advisors in Sugar Land, A to Z

Every advisor in Sugar Land →
  • John W. Bowers Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Max A. CameauStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
  • Oria O. DafeState Farm Investment Management Corp. · Chartered Financial Consultant
  • Calvin C. HuntSugar Creek Consulting · Chartered Financial Consultant
  • Jared D. KenneyLPL Financial LLC · Chartered Financial Consultant
  • Paul J. MatatallEdward Jones · Chartered Financial Consultant
  • Tracy L. MillerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Matthew J. RichterJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alex B. ShurinEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
  • William W. SumEagle Strategies LLC · Chartered Financial Consultant
  • Raymond Vitek Jr.Eagle Strategies LLC · Chartered Financial Consultant
  • Tracy A. WalkerState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Sugar Land

State Farm Investment Management Corp. 3Eagle Strategies LLC 2LPL Financial LLC 2Edelman Financial Engines 1Edward Jones 1J.P. Morgan Securities LLC 1Stifel, Nicolaus & Company, Incorporated 1Sugar Creek Consulting 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 12El Paso 11Southlake 10Georgetown 9Spring 9Abilene 8Addison 8Conroe 8Cypress 7Katy 7Round Rock 7Amarillo 6Boerne 6

Questions

How many ChFC financial advisors are in Sugar Land, TX?

12 SEC-registered investment adviser representatives at firm offices in Sugar Land, Texas list the ChFC designation; State Farm Investment Management Corp. 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 Sugar Land?

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.