Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Edmonds, WA
Every SEC-registered financial advisor at a firm office in Edmonds who lists the Chartered Financial Consultant designation, A to Z.
10 ChFC holders work in Edmonds; the most are at Harbour Investments, Inc. (2). 6 are also registered broker representatives.
ChFC advisors in Edmonds, A to Z
Every advisor in Edmonds →- Russell D. ColeSage Advisors, LLC · Chartered Financial Consultant
- Christopher A. DimePrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul T. FergusonAmerican Independent Securities Group, LLC · Chartered Financial Consultant
- Matthew HamnerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey T. MartinCapital Investment Management · Chartered Financial Consultant
- Todd S. McCaffrayHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Valerie N. MillerHarbour Investments, Inc. · Chartered Financial Consultant
- Suzan ShaylerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Aaron M. TerwedoTfs Advisors, LLC · Chartered Financial Consultant
- Dale R. TerwedoTfs Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Edmonds
Harbour Investments, Inc. 2Tfs Advisors, LLC 2American Independent Securities Group, LLC 1Ameriprise Financial Services, LLC 1Capital Investment Management 1Edward Jones 1Private Advisor Group, LLC 1Sage Advisors, LLC 1
ChFC advisors in other Washington cities
All of Washington →Bellevue 31Seattle 30Vancouver 14Spokane 12Kirkland 8Spokane Valley 7Lake Stevens 6Yakima 6Camas 4Everett 4Kennewick 4Lacey 4Puyallup 4Arlington 3Bellingham 3Longview 3Maple Valley 3Mercer Island 3Wenatchee 3
Questions
How many ChFC financial advisors are in Edmonds, WA?
10 SEC-registered investment adviser representatives at firm offices in Edmonds, Washington list the ChFC designation; Harbour Investments, Inc. 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 Edmonds?
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.