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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Salt Lake City, UT

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

13 ChFC holders work in Salt Lake City; the most are at Pl Wealth Advisors, LLC (2). 6 are also registered broker representatives.

ChFC advisors in Salt Lake City, A to Z

Every advisor in Salt Lake City →
  • Joseph C. AndersonNorth Capital · Chartered Financial Consultant
  • Earl T. BergGuardian Wealth Management · Chartered Financial Consultant
  • Justin G. BitnerCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Edward M. FeltCharles Schwab & Co., Inc. · Chartered Financial Consultant
  • Reese J. HarperDentist Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Kim H. HinkleState Farm Investment Management Corp. · Chartered Financial Consultant
  • Brett JohnsonCaptrust · Chartered Financial Consultant
  • Scott C. MarshScott Marsh Financial, LLC · Chartered Financial Consultant
  • Mark R. MatleyEp Wealth Advisors · Chartered Financial Consultant
  • Corey T. PedersonCrewe Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Scott D. PhillipsCentaurus Financial, Inc. · Chartered Financial Consultant
  • Gary W. PinkertonPl Wealth Advisors, LLC · Chartered Financial Consultant
  • Thomas W. YoungPl Wealth Advisors, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Salt Lake City

Pl Wealth Advisors, LLC 2Captrust 1Centaurus Financial, Inc. 1Charles Schwab & Co., Inc. 1Commonwealth Financial Network 1Crewe Advisors 1Dentist Advisors 1Ep Wealth Advisors 1Guardian Wealth Management 1North Capital 1Scott Marsh Financial, LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Utah cities

All of Utah →

South Jordan 8Pleasant Grove 6Cottonwood Heights 5Draper 5Park City 5St. George 5Sandy 4St George 4Brigham City 3Lehi 3Logan 3Murray 3Ogden 3

Questions

How many ChFC financial advisors are in Salt Lake City, UT?

13 SEC-registered investment adviser representatives at firm offices in Salt Lake City, Utah list the ChFC designation; Pl Wealth Advisors, 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 Salt Lake 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.