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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Tacoma, WA

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

The short answer

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

ChFC advisors in Tacoma, A to Z

Every advisor in Tacoma →
  • Karla J. GreerVoya Financial Advisors, Inc. · Chartered Financial Consultant
  • Wesley J. NiblackAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gregory J. PaineLPL Financial LLC · Chartered Financial Consultant
  • David J. PaulsonComposition Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Tacoma

Ameriprise Financial Services, LLC 1Composition Wealth, LLC 1LPL Financial LLC 1Voya Financial Advisors, Inc. 1

ChFC advisors in other Washington cities

All of Washington →

Bellevue 31Seattle 27Vancouver 13Spokane 12Kirkland 11Edmonds 9Lake Stevens 6Spokane Valley 6Yakima 6Lacey 4Puyallup 4Arlington 3Bellingham 3Camas 3Everett 3Issaquah 3Kennewick 3Longview 3Maple Valley 3Mercer Island 3Redmond 3Wenatchee 3

Questions

How many ChFC financial advisors are in Tacoma, WA?

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

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.