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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Utah

Every SEC-registered financial advisor in Utah who lists the Chartered Financial Consultant designation, by city.

107 ChFC holders work in Utah; the most are in Salt Lake City (13).

Cities in Utah with ChFC holders

Every advisor in Utah →

Salt Lake City 13South Jordan 8Pleasant Grove 6Cottonwood Heights 5Draper 5Park City 5St. George 5Sandy 4St George 4Brigham City 3Lehi 3Logan 3Murray 3Ogden 3

30 smaller places with one or two ChFC holders are in the advisor search.

ChFC advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many ChFC financial advisors are in Utah?

107 SEC-registered investment adviser representatives in Utah list the ChFC designation; the most work in Salt Lake City (13).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

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.