CEFEX Advisor

Certified Advisors

Sort list by clicking on the column heading. Click on company name to view registration details.

Registration No Company Registration Type Date Registered State Country
CFX10007 Slavic Mutual Funds Management Corporation Investment Advisor Certification 09/05/2006 FL United States
CFX10002 Ingham Russell Investment Advisors Inc. Investment Advisor Certification 09/12/2006 FL United States
CFX10005 Unified Trust Company Investment Advisor Certification 10/10/2006 KY United States
CFX10009 Lindner Capital Advisors Inc. Investment Advisor Certification 12/20/2006 GA United States
CFX10008 CBIZ Retirement Plan Advisory Services Investment Advisor Certification 12/20/2006 OH United States
CFX10028 BeManaged Investment Advisor Certification 04/16/2007 MI United States
CFX10017 AMDG Financial Investment Advisor Certification 05/09/2007 MI United States
CFX10032 Savant Capital, LLC dba Savant Capital Management Investment Advisor Certification 07/26/2007 IL United States
CFX10034 Foster Group Investment Advisor Certification 08/27/2007 IA United States
CFX10035 Canon Capital Investment Advisory Investment Advisor Certification 09/19/2007 PA United States
CFX10045 Plancorp, LLC Investment Advisor Certification 09/21/2007 MO United States
CFX10047 Rogers Wealth Group, Inc. Investment Advisor Certification 10/18/2007 TX United States
CFX10044 Beaird Harris Wealth Management, Inc. Investment Advisor Certification 10/18/2007 TX United States
CFX10052 Carlson Capital Management, LLC Investment Advisor Certification 11/26/2007 MN United States
CFX10048 Petersen Hastings Investment Management Investment Advisor Certification 01/18/2008 WA United States
CFX10051 Resource Consulting Group, Inc Investment Advisor Certification 01/18/2008 FL United States
CFX10058 South State Retirement Plan Services Investment Advisor Certification 04/18/2008 SC United States
CFX10056 Alpha Advisors, LLC Investment Advisor Certification 05/29/2008 FL United States
CFX10063 EDWARD M. LYNCH - Dietz & Lynch Capital Investment Advisor Certification 09/15/2008 MA United States
CFX10073 Gordon Asset Management, LLC Investment Advisor Certification 09/23/2008 NC United States
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For Advisory Firms Seeking CEFEX Certification
Complaints

If you have a complaint about a CEFEX-certified Investment Advisory firm, please click here to download our complaint procedure.

Contact

CEFEX, Centre for Fiduciary Excellence
416-693-9733

3 Penn Center West
Suite 400
Pittsburgh, PA 15276
412-504-0703

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