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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Westlake, TX

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

6 ChFC holders work in Westlake; the most are at Charles Schwab & Co., Inc. (2). 5 are also registered broker representatives.

ChFC advisors in Westlake, A to Z

Every advisor in Westlake →
  • Samantha L. BinzSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Charles A. BroylesSpc · Chartered Financial Consultant
  • James C. CemanCharles Schwab & Co., Inc. · Chartered Financial Consultant
  • Ernest J. LacroixCharles Schwab & Co., Inc. · Chartered Financial Consultant
  • Bradley F. ReeseSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Stacy A. WassermanW&S Brokerage Services, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Westlake

Charles Schwab & Co., Inc. 2Schwab Wealth Advisory, Inc. 2Spc 1W&S Brokerage Services, Inc. 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 11Southlake 10Georgetown 9Spring 9Abilene 8Addison 8Conroe 8Cypress 7Katy 7Round Rock 7Amarillo 6

Questions

How many ChFC financial advisors are in Westlake, TX?

6 SEC-registered investment adviser representatives at firm offices in Westlake, Texas list the ChFC designation; Charles Schwab & Co., Inc. 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 Westlake?

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.