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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lacey, WA

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

4 ChFC holders work in Lacey; the most are at Edward Jones (2). 4 are also registered broker representatives.

ChFC advisors in Lacey, A to Z

Every advisor in Lacey →
  • Zale R. CrawfordKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Carl P. EshelmanQuantum Solutions, Inc. · Chartered Financial Consultant
  • Andrew ReidEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Karley J. SchluterEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Lacey

Edward Jones 2Kestra Advisory Services, LLC 1Quantum Solutions, Inc. 1

ChFC advisors in other Washington cities

All of Washington →

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

Questions

How many ChFC financial advisors are in Lacey, WA?

4 SEC-registered investment adviser representatives at firm offices in Lacey, Washington list the ChFC designation; Edward Jones 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 Lacey?

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.