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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Pleasant Grove, UT

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

6 ChFC holders work in Pleasant Grove; the most are at LPL Financial LLC (3). 4 are also registered broker representatives.

ChFC advisors in Pleasant Grove, A to Z

Every advisor in Pleasant Grove →
  • Marcus BlanchardFocal Point Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert H. DowdleLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael C. KunzlerArkadios Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Gregory G. NelsonSoulence Wealth Management · Chartered Financial Consultant
  • Samuel D. RosenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Tyler J. VongsawadLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Pleasant Grove

LPL Financial LLC 3Arkadios Wealth Advisors 1Focal Point Financial Planning, LLC 1Soulence Wealth Management 1

ChFC advisors in other Utah cities

All of Utah →

Salt Lake City 13South Jordan 8Cottonwood Heights 5Draper 5Park City 5St. George 5Sandy 4St George 4Brigham City 3Lehi 3Logan 3Murray 3Ogden 3

Questions

How many ChFC financial advisors are in Pleasant Grove, UT?

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

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 Pleasant Grove?

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.