Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Charlottesville, VA
Every SEC-registered financial advisor at a firm office in Charlottesville who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in Charlottesville; the most are at Ameriprise Financial Services, LLC (1). 5 are also registered broker representatives.
ChFC advisors in Charlottesville, A to Z
Every advisor in Charlottesville →- Gary M. AlbertState Farm Investment Management Corp. · Chartered Financial Consultant
- Timothy J. McClurgAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Shawn T. PendletonStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
- Virginia L. PillowMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
- Stephen R. PurdyVirginia Investment Advisory, Inc. · Chartered Financial Consultant
Firms with the most ChFC holders in Charlottesville
Ameriprise Financial Services, LLC 1Mutual Of Omaha Investor Services, Inc. 1State Farm Investment Management Corp. 1Stifel, Nicolaus & Company, Incorporated 1Virginia Investment Advisory, Inc. 1
ChFC advisors in other Virginia cities
All of Virginia →Richmond 29Virginia Beach 22McLean 18Reston 17Roanoke 14Fairfax 13Glen Allen 13Midlothian 12Vienna 12Alexandria 11Norfolk 10Leesburg 9Newport News 7Herndon 6Williamsburg 6Fredericksburg 5Arlington 4Chesapeake 4Falls Church 4Harrisonburg 4Lynchburg 4Manassas 4Springfield 4Waynesboro 4
Questions
How many ChFC financial advisors are in Charlottesville, VA?
5 SEC-registered investment adviser representatives at firm offices in Charlottesville, Virginia list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (1).
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 Charlottesville?
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.