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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Provo, UT

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

The short answer

4 ChFC holders work in Provo; the most are at Portside Wealth Group, LLC (2). 2 are also registered broker representatives.

ChFC advisors in Provo, A to Z

Every advisor in Provo →
  • Robert E. Huett IIIPortside Wealth Group, LLC · Chartered Financial Consultant
  • Shane A. JensenThe Norden Group LLC · Chartered Financial Consultant
  • Roger L. MerrillCommonwealth Financial Network · Chartered Financial Consultant
  • Jacob A. RustPortside Wealth Group, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Provo

Portside Wealth Group, LLC 2Commonwealth Financial Network 1The Norden Group LLC 1

ChFC advisors in other Utah cities

All of Utah →

Salt Lake City 13South Jordan 10Pleasant Grove 7Draper 6Cottonwood Heights 5Lehi 5Park City 5St George 5St. George 5Sandy 4Brigham City 3Farmington 3Logan 3Murray 3Ogden 3

Questions

How many ChFC financial advisors are in Provo, UT?

4 SEC-registered investment adviser representatives at firm offices in Provo, Utah list the ChFC designation; Portside Wealth Group, LLC 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 Provo?

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.