Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Murray, UT

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

3 ChFC holders work in Murray; the most are at LPL Financial LLC (1). 3 are also registered broker representatives.

ChFC advisors in Murray, A to Z

Every advisor in Murray →
  • Ryan H. BeckPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • William J. DishmanLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven K. KnudsonMML Investors Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Murray

LPL Financial LLC 1MML Investors Services, LLC 1Park Avenue Securities LLC 1

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 3Logan 3Ogden 3

Questions

How many ChFC financial advisors are in Murray, UT?

3 SEC-registered investment adviser representatives at firm offices in Murray, Utah list the ChFC designation; LPL Financial LLC employs the most of them (1).

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 Murray?

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.