CEFEX Advisor
Sort list by clicking on the column heading. Click on company name to view registration details.
Registration NoCompanyDate RegisteredWeb SiteStateCountry
CFX10002Ingham Russell Investment Advisors Inc.2006.09.12 http://www.ingham.com FLUnited States
CFX10005American Trust Company2006.10.10 http://www.americantrust... KYUnited States
CFX10008CBIZ Investment Advisory Services, LLC and CBIZ Retirement Plan Advisory Services2006.12.20 http://www.cbiz.com OHUnited States
CFX10032Savant Capital, LLC dba Savant Wealth Management2007.07.26 http://www.savantwealth.... ILUnited States
CFX10034Foster Group2007.08.27 http://www.fostergrp.com IAUnited States
CFX10035Canon Capital Investment Advisory2007.09.19 http://www.canoncapital.... PAUnited States
CFX10045Plancorp, LLC2007.09.21 http://www.plancorp.com MOUnited States
CFX10047Rogers Wealth Group, Inc.2007.10.18 http://www.rogersco.com TXUnited States
CFX10052Carlson Capital Management, LLC2007.11.26 http://www.carlsoncap.com MNUnited States
CFX10048Petersen Hastings Investment Management2008.01.18 http://www.petersenhasti... WAUnited States
CFX10058SouthState Retirement Plan Services2008.04.18 http://www.southstate401... SCUnited States
CFX10056Alpha Advisors, LLC2008.05.29 http://www.alphaadvisors... FLUnited States
CFX10078SageView Advisory Group2009.02.19 http://www.sageviewadvis... CAUnited States
CFX10097Acropolis Investment Management, LLC2009.06.29 http://www.acrinv.com MOUnited States
CFX10121iCapital, LLC2010.10.02 http://www.icapllc.us MAUnited States
CFX10125Halbert Hargrove Global Advisors, LLC.2010.12.13 http://www.halberthargro... CAUnited States
CFX10081intellicents investment solutions, inc.2011.01.28 http://www.intellicents.... MNUnited States
CFX10119Hardy Reed, LLC2011.10.11 http://www.hardyreed.com/ MSUnited States
CFX10165Soltis Investment Advisors2012.04.13 http://www.soltisadvisor... UTUnited States
CFX10159NFP Retirement2012.05.07 http://www.nfp.com/retir... CAUnited States
CFX10107Richardson Wealth Limited 2012.05.22 http://www.richardsonwea... ONCanada
CFX10176ROBERT RECCHIA - California Corporate Retirement Services2012.07.23 http://www.ccretirements... CAUnited States
CFX10162RTD Financial Advisors, Inc.2012.08.22 http://www.rtdfinancial.... PAUnited States
CFX10180Barry M. Corkern and Company2013.06.03 http://www.bcorkern.com ARUnited States
CFX10220Cambridge Partners (formerly Bradley Nuttall Ltd)2013.11.19 http:// www.cambridgepar... NZNew Zealand
CFX10267ProCourse Fiduciary Advisors2013.12.23 http://www.procourseadv.... INUnited States
CFX10257Wabash Capital, Inc.2014.01.14 http://www.wabashcapital... INUnited States
CFX10277EDWARD CHAIRVOLOTTI - Chairvolotti Financial2014.02.19 http://www.cfretirement.... FLUnited States
CFX10243Sentinel Pension Advisors, Inc.2014.03.25 http://www.sentinelgroup... MAUnited States
CFX10282RetireRight Financial Planning - Kestra Advisory Services, LLC2014.07.10 http://www.RetireRightFP... PAUnited States
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Contact

CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
866-390-5080

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