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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Danbury, CT

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

4 ChFC holders work in Danbury; the most are at Ameriprise Financial Services, LLC (1). 4 are also registered broker representatives.

ChFC advisors in Danbury, A to Z

Every advisor in Danbury →
  • Patrick M. DohertyWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John W. DurkinCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • John RossAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • David W. RudolfOsaic Wealth, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Danbury

Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Osaic Wealth, Inc. 1Wealth Enhancement Advisory Services, LLC 1

ChFC advisors in other Connecticut cities

All of Connecticut →

Stamford 20Glastonbury 17Farmington 14Shelton 12West Hartford 9Westport 8Fairfield 5Madison 5Guilford 4Milford 4Wilton 4Avon 3Cheshire 3Darien 3Greenwich 3New Haven 3Ridgefield 3Rocky Hill 3Southbury 3Suffield 3Trumbull 3Vernon 3

Questions

How many ChFC financial advisors are in Danbury, CT?

4 SEC-registered investment adviser representatives at firm offices in Danbury, Connecticut list the ChFC designation; Ameriprise Financial Services, LLC 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 Danbury?

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.