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
CFX10002 Ingham Russell Investment Advisors Inc. Investment Advisor Certification 09/12/2006 FL United States
CFX10005 American Trust Company Investment Advisor Certification 10/10/2006 KY United States
CFX10008 CBIZ Investment Advisory Services, LLC and CBIZ Retirement Plan Advisory Services Investment Advisor Certification 12/20/2006 OH United States
CFX10032 Savant Capital, LLC dba Savant Wealth 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
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
CFX10058 SouthState 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
CFX10078 SageView Advisory Group Investment Advisor Certification 02/19/2009 CA United States
CFX10097 Acropolis Investment Management, LLC Investment Advisor Certification 06/29/2009 MO United States
CFX10121 iCapital, LLC Investment Advisor Certification 10/02/2010 MA United States
CFX10125 Halbert Hargrove Global Advisors, LLC. Investment Advisor Certification 12/13/2010 CA United States
CFX10081 intellicents investment solutions, inc. Investment Advisor Certification 01/28/2011 MN United States
CFX10119 Hardy Reed, LLC Investment Advisor Certification 10/11/2011 MS United States
CFX10165 Soltis Investment Advisors Investment Advisor Certification 04/13/2012 UT United States
CFX10159 NFP Retirement Investment Advisor Certification 05/07/2012 CA United States
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For Advisory Firms Seeking CEFEX Certification
Complaints

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Contact

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

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