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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Sandy, UT

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

4 ChFC holders work in Sandy; the most are at LPL Financial LLC (2). 4 are also registered broker representatives.

ChFC advisors in Sandy, A to Z

Every advisor in Sandy →
  • Richard L. BeboOsaic Wealth, Inc. · Chartered Financial Consultant
  • Jason L. CollierDiversify Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Chad J. LarsenLPL Financial LLC · Chartered Financial Consultant
  • Jodi L. VawdreyLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Sandy

LPL Financial LLC 2Diversify Advisory Services, LLC 1Osaic Wealth, Inc. 1

ChFC advisors in other Utah cities

All of Utah →

Salt Lake City 13South Jordan 8Pleasant Grove 6Cottonwood Heights 5Draper 5Park City 5St. George 5St George 4Brigham City 3Lehi 3Logan 3Murray 3Ogden 3

Questions

How many ChFC financial advisors are in Sandy, UT?

4 SEC-registered investment adviser representatives at firm offices in Sandy, Utah list the ChFC designation; LPL Financial 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 Sandy?

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.