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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Yakima, WA

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

6 ChFC holders work in Yakima; the most are at Cambridge Investment Research Advisors, Inc. (1). 4 are also registered broker representatives.

ChFC advisors in Yakima, A to Z

Every advisor in Yakima →
  • Brenda M. BrinkEagle Strategies LLC · Chartered Financial Consultant
  • Armand A. DoucetteSurience Private Wealth LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard L. MillerCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Jane M. SobottkaRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Robert A. VickersCapital Advisors Wealth Management · Chartered Financial Consultant
  • Kathleen S. WilmesEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in Yakima

Cambridge Investment Research Advisors, Inc. 1Capital Advisors Wealth Management 1Eagle Strategies LLC 1Edward Jones 1Raymond James Financial Services Advisors, Inc. 1Surience Private Wealth LLC 1

ChFC advisors in other Washington cities

All of Washington →

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

Questions

How many ChFC financial advisors are in Yakima, WA?

6 SEC-registered investment adviser representatives at firm offices in Yakima, Washington list the ChFC designation; Cambridge Investment Research Advisors, Inc. 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 Yakima?

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.