Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Weatherford, TX
Every SEC-registered financial advisor at a firm office in Weatherford who lists the Chartered Financial Consultant designation, A to Z.
The short answer
4 ChFC holders work in Weatherford; the most are at Edward Jones (2). 4 are also registered broker representatives.
ChFC advisors in Weatherford, A to Z
Every advisor in Weatherford →- Donna J. AlbertsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Richard L. FriendOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jacy C. GuynesState Farm Investment Management Corp. · Chartered Financial Consultant
- Donald A. SchneiderEdward Jones · Chartered Financial Consultant
Firms with the most ChFC holders in Weatherford
Edward Jones 2Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1
ChFC advisors in other Texas cities
All of Texas →Houston 117Austin 110San Antonio 83Dallas 69Fort Worth 59Plano 29McKinney 19Frisco 18The Woodlands 17Arlington 15Richardson 15Corpus Christi 12El Paso 12Sugar Land 12Georgetown 10Southlake 10Spring 10Conroe 9Abilene 8Addison 8Katy 8Westlake 8Amarillo 7Boerne 7
Questions
How many ChFC financial advisors are in Weatherford, TX?
4 SEC-registered investment adviser representatives at firm offices in Weatherford, Texas list the ChFC designation; Edward Jones employs the most of them (2).
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 Weatherford?
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.