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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Roanoke, VA

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

14 ChFC holders work in Roanoke; the most are at Edward Jones (3). 10 are also registered broker representatives.

ChFC advisors in Roanoke, A to Z

Every advisor in Roanoke →

Firms with the most ChFC holders in Roanoke

Edward Jones 3State Farm Investment Management Corp. 2Vip Planners, Inc. 2Ameriprise Financial Services, LLC 1Commonwealth Financial Network 1Davenport & Company LLC 1Equity Services, Inc. 1Geneos Wealth Management, Inc. 1Guelich Capital Management, LLC 1Wanda Kilman Pittman 1

ChFC advisors in other Virginia cities

All of Virginia →

Richmond 29Virginia Beach 22McLean 18Reston 17Fairfax 13Glen Allen 13Midlothian 12Vienna 12Alexandria 11Norfolk 10Leesburg 9Newport News 7Herndon 6Williamsburg 6Charlottesville 5Fredericksburg 5Arlington 4Chesapeake 4Falls Church 4Harrisonburg 4Lynchburg 4Manassas 4Springfield 4Waynesboro 4

Questions

How many ChFC financial advisors are in Roanoke, VA?

14 SEC-registered investment adviser representatives at firm offices in Roanoke, Virginia list the ChFC designation; Edward Jones employs the most of them (3).

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 Roanoke?

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.