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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Seattle, WA

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

30 ChFC holders work in Seattle; the most are at LPL Financial LLC (4). 17 are also registered broker representatives.

ChFC advisors in Seattle, A to Z

Every advisor in Seattle →
  • Kirk M. BalinLPL Financial LLC · Chartered Financial Consultant
  • Jose F. BarbosaSinger Wealth Management · Chartered Financial Consultant
  • Timothy L. BoveyAspire Capital Advisors LLC · Chartered Financial Consultant
  • Hope L. BroucekFinancial Planning For Real People Pllc · Chartered Financial Consultant
  • Charles E. CohenState Farm Investment Management Corp. · Certified Financial Planner, Chartered Financial Consultant
  • William D. CooneyOsaic Wealth, Inc. · Chartered Financial Consultant
  • Derryl M. DurdenGwn Securities Inc. · Chartered Financial Consultant
  • Blake EdwardsLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • John A. FlavinAspire Capital Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • Keith S. FoeCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Conner J. GehringLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bryan J. HalickiAspire Capital Advisors LLC · Chartered Financial Consultant
  • Daniel A. HalosEquitable Advisors, LLC · Chartered Financial Consultant
  • Travis R. HartmanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Mark D. JaegerThe Ensemble Team · Chartered Financial Consultant
  • Jeremiah G. JobColumbia Strategic Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kevin B. JohnsonComposition Wealth, LLC · Chartered Financial Consultant
  • Mychele E. JohnstonNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Victor D. JonesVictor Jones CPA, PC · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
  • Anamaria T. LloydA.T. Lloyd's, Inc. · Chartered Financial Consultant
  • Michael H. LymanRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Corey OwenKingsview Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Paul R. PradelMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • David S. RaneyEmpirical Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Geraldine A. SchuhmannLPL Financial LLC · Chartered Financial Consultant
  • Michael J. SchultzBadgley Phelps Wealth Managers · Chartered Financial Consultant
  • Alicia F. SingerSinger Wealth Management · Chartered Financial Consultant
  • Richard S. TobanRealta Investment Advisors, Inc. · Chartered Financial Consultant
  • Grant WarnerEdward Jones · Chartered Financial Consultant
  • Gus N. ZefkelesMML Investors Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Seattle

LPL Financial LLC 4Aspire Capital Advisors LLC 3Singer Wealth Management 2State Farm Investment Management Corp. 2A.T. Lloyd's, Inc. 1Badgley Phelps Wealth Managers 1Cetera Investment Advisers LLC 1Columbia Strategic Wealth Advisors, LLC 1Composition Wealth, LLC 1Edward Jones 1Empirical Wealth Management 1Equitable Advisors, LLC 1Financial Planning For Real People Pllc 1Gwn Securities Inc. 1Kingsview Wealth Management, LLC 1

ChFC advisors in other Washington cities

All of Washington →

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

Questions

How many ChFC financial advisors are in Seattle, WA?

30 SEC-registered investment adviser representatives at firm offices in Seattle, Washington list the ChFC designation; LPL Financial LLC employs the most of them (4).

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 Seattle?

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.