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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Everett, WA

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

4 ChFC holders work in Everett; the most are at State Farm Investment Management Corp. (3). 4 are also registered broker representatives.

ChFC advisors in Everett, A to Z

Every advisor in Everett →

Firms with the most ChFC holders in Everett

State Farm Investment Management Corp. 3Edward Jones 1

ChFC advisors in other Washington cities

All of Washington →

Bellevue 31Seattle 30Vancouver 14Spokane 12Edmonds 10Kirkland 8Spokane Valley 7Lake Stevens 6Yakima 6Camas 4Kennewick 4Lacey 4Puyallup 4Arlington 3Bellingham 3Longview 3Maple Valley 3Mercer Island 3Wenatchee 3

Questions

How many ChFC financial advisors are in Everett, WA?

4 SEC-registered investment adviser representatives at firm offices in Everett, Washington list the ChFC designation; State Farm Investment Management Corp. 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 Everett?

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.