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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Vancouver, WA

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

The short answer

13 ChFC holders work in Vancouver; the most are at State Farm Investment Management Corp. (4). 11 are also registered broker representatives.

ChFC advisors in Vancouver, A to Z

Every advisor in Vancouver →
  • Callie A. ArmstrongState Farm Investment Management Corp. · Chartered Financial Consultant
  • Janelle R. BergstromLPL Financial LLC · Chartered Financial Consultant
  • Michael R. BurgoyneLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Larry W. DykesAdvisor Share Wealth Management, LLC · Chartered Financial Consultant
  • Mark P. FarrellyCairn Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Kayla L. GundersonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Julia KotkaState Farm Investment Management Corp. · Chartered Financial Consultant
  • Kathy D. LandersState Farm Investment Management Corp. · Chartered Financial Consultant
  • Joseph F. PalenaLPL Financial LLC · Chartered Financial Consultant
  • Matthew J. PulsipherAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
  • James A. RileyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Brandon K. RoweCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Rebecca J. StevensOsaic Wealth, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Vancouver

State Farm Investment Management Corp. 4LPL Financial LLC 3Advisor Share Wealth Management, LLC 1Allworth Financial, L.P. 1Cairn Wealth Management 1Charles Schwab & Co., Inc. 1Edward Jones 1Osaic Wealth, Inc. 1

ChFC advisors in other Washington cities

All of Washington →

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

Questions

How many ChFC financial advisors are in Vancouver, WA?

13 SEC-registered investment adviser representatives at firm offices in Vancouver, Washington list the ChFC designation; State Farm Investment Management Corp. 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 Vancouver?

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.