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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Orem, UT

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

The short answer

3 ChFC holders work in Orem; the most are at Peterson Wealth Advisors, LLC (1). 0 are also registered broker representatives.

ChFC advisors in Orem, A to Z

Every advisor in Orem →
  • Lindsey C. LewisSavvy · Certified Financial Planner, Chartered Financial Consultant
  • Scott M. PetersonPeterson Wealth Advisors, LLC · Chartered Financial Consultant
  • David L. WestTucker Asset Management LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Orem

Peterson Wealth Advisors, LLC 1Savvy 1Tucker Asset Management LLC 1

ChFC advisors in other Utah cities

All of Utah →

Salt Lake City 16South Jordan 10Cottonwood Heights 6Draper 6Pleasant Grove 6Park City 5St. George 5Murray 4St George 4Brigham City 3Logan 3Ogden 3Sandy 3

Questions

How many ChFC financial advisors are in Orem, UT?

3 SEC-registered investment adviser representatives at firm offices in Orem, Utah list the ChFC designation; Peterson Wealth Advisors, 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 Orem?

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.