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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in St. George, UT

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

5 ChFC holders work in St. George; the most are at Statera Wealth Management (2). 1 are also registered broker representatives.

ChFC advisors in St. George, A to Z

Every advisor in St. George →
  • Kaylan D. AndersenNuwealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bonita K. Bell-AndersenTencap Wealth Coaching · Chartered Financial Consultant
  • Anthony J. ChristensenStatera Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • David O. HarrisStatera Wealth Management · Chartered Financial Consultant
  • Leo L. SyphusLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in St. George

Statera Wealth Management 2LPL Financial LLC 1Nuwealth Advisors, LLC 1Tencap Wealth Coaching 1

ChFC advisors in other Utah cities

All of Utah →

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

Questions

How many ChFC financial advisors are in St. George, UT?

5 SEC-registered investment adviser representatives at firm offices in St. George, Utah list the ChFC designation; Statera Wealth Management 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 St. George?

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.