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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Mercer Island, WA

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

3 ChFC holders work in Mercer Island; the most are at Ameriprise Financial Services, LLC (1). 3 are also registered broker representatives.

ChFC advisors in Mercer Island, A to Z

Every advisor in Mercer Island →
  • Hayley A. HillMML Investors Services, LLC · Chartered Financial Consultant
  • Kim W. HoverstenAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Bon M. KooLPL Enterprise, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Mercer Island

Ameriprise Financial Services, LLC 1LPL Enterprise, LLC 1MML Investors Services, LLC 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 3Longview 3Maple Valley 3Wenatchee 3

Questions

How many ChFC financial advisors are in Mercer Island, WA?

3 SEC-registered investment adviser representatives at firm offices in Mercer Island, Washington list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Mercer Island?

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.