Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Park City, UT
Every SEC-registered financial advisor at a firm office in Park City who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in Park City; the most are at Edward Jones (2). 5 are also registered broker representatives.
ChFC advisors in Park City, A to Z
Every advisor in Park City →- Vlasta DuffyThrivent Investment Management Inc. · Chartered Financial Consultant
- Justin J. EnglebrightState Farm Investment Management Corp. · Chartered Financial Consultant
- John D. JaicksLPL Financial LLC · Chartered Financial Consultant
- Justina A. SmithEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Stephen V. Spaulding IVEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Park City
Edward Jones 2LPL Financial LLC 1State Farm Investment Management Corp. 1Thrivent Investment Management Inc. 1
ChFC advisors in other Utah cities
All of Utah →Salt Lake City 13South Jordan 8Pleasant Grove 6Cottonwood Heights 5Draper 5St. George 5Sandy 4St George 4Brigham City 3Lehi 3Logan 3Murray 3Ogden 3
Questions
How many ChFC financial advisors are in Park City, UT?
5 SEC-registered investment adviser representatives at firm offices in Park City, 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 Park City?
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.