Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Spokane, WA
Every SEC-registered financial advisor at a firm office in Spokane who lists the Chartered Financial Consultant designation, A to Z.
12 ChFC holders work in Spokane; the most are at Edward Jones (2). 10 are also registered broker representatives.
ChFC advisors in Spokane, A to Z
Every advisor in Spokane →- Mark P. AndersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John E. BeasleyState Farm Investment Management Corp. · Chartered Financial Consultant
- Scott G. BowmanWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- Joshua E. Clements-SampsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Paul M. CraigCraig Family Office · Chartered Financial Consultant
- Colson CrippsEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael J. FurrerGlobal Retirement Partners LLC · Chartered Financial Consultant
- Jamie MilletEdward Jones · Chartered Financial Consultant
- Joel D. MitchellRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard J. TiffanyApex Advisory Group, Inc. · Chartered Financial Consultant
- Mike T. Vanden BergeLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Reid D. WhitePark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Spokane
Edward Jones 2LPL Financial LLC 2Raymond James Financial Services Advisors, Inc. 2Apex Advisory Group, Inc. 1Craig Family Office 1Eagle Strategies LLC 1Global Retirement Partners LLC 1Park Avenue Securities LLC 1State Farm Investment Management Corp. 1Wells Fargo Clearing Services, LLC 1
ChFC advisors in other Washington cities
All of Washington →Bellevue 31Seattle 30Vancouver 14Edmonds 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 Spokane, WA?
12 SEC-registered investment adviser representatives at firm offices in Spokane, 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 Spokane?
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.