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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Longview, WA

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

3 ChFC holders work in Longview; the most are at LPL Financial LLC (2). 3 are also registered broker representatives.

ChFC advisors in Longview, A to Z

Every advisor in Longview →
  • Helen R. AlexanderLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Eric C. BrudiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Stephen P. FullerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Longview

LPL Financial LLC 2Edward Jones 1

ChFC advisors in other Washington cities

All of Washington →

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

Questions

How many ChFC financial advisors are in Longview, WA?

3 SEC-registered investment adviser representatives at firm offices in Longview, Washington list the ChFC designation; LPL Financial LLC 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 Longview?

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.