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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Ogden, UT

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

3 ChFC holders work in Ogden; the most are at Eagle Strategies LLC (1). 2 are also registered broker representatives.

ChFC advisors in Ogden, A to Z

Every advisor in Ogden →
  • Lee L. MilesLee Miles LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kenneth R. RicheyEagle Strategies LLC · Chartered Financial Consultant
  • John M. StevensHornor, Townsend & Kent, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Ogden

Eagle Strategies LLC 1Hornor, Townsend & Kent, LLC 1Lee Miles 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 3Murray 3

Questions

How many ChFC financial advisors are in Ogden, UT?

3 SEC-registered investment adviser representatives at firm offices in Ogden, Utah list the ChFC designation; Eagle Strategies 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 Ogden?

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.