Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Puyallup, WA

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

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

ChFC advisors in Puyallup, A to Z

Every advisor in Puyallup →

Daniel A. KnollState Farm Investment Management Corp. · Chartered Financial Consultant
Gregory J. PaineLPL Financial LLC · Chartered Financial Consultant
Blair K. SextonEdward Jones · Chartered Financial Consultant
Artell Whitaker IIIEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in Puyallup

Edward Jones 2 LPL Financial LLC 1 State Farm Investment Management Corp. 1

ChFC advisors in other Washington cities

All of Washington →

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

Questions

How many ChFC financial advisors are in Puyallup, WA?

4 SEC-registered investment adviser representatives at firm offices in Puyallup, 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 Puyallup?

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.