Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Logan, UT
Every SEC-registered financial advisor at a firm office in Logan who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Logan; the most are at Edward Jones (2). 3 are also registered broker representatives.
ChFC advisors in Logan, A to Z
Every advisor in Logan →- Tyler J. DavisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Kent B. HaueterHarold Dance Investments · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey R. OlsenEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Logan
ChFC advisors in other Utah cities
All of Utah →Salt Lake City 13South Jordan 8Pleasant Grove 6Cottonwood Heights 5Draper 5Park City 5St. George 5Sandy 4St George 4Brigham City 3Lehi 3Murray 3Ogden 3
Questions
How many ChFC financial advisors are in Logan, UT?
3 SEC-registered investment adviser representatives at firm offices in Logan, Utah 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 Logan?
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.