Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Rocky Hill, CT
Every SEC-registered financial advisor at a firm office in Rocky Hill who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Rocky Hill; the most are at Osaic Wealth, Inc. (2). 3 are also registered broker representatives.
ChFC advisors in Rocky Hill, A to Z
Every advisor in Rocky Hill →- Kevin J. BeaulieuOsaic Wealth, Inc. · Chartered Financial Consultant
- Charles C. Crolle Jr.LPL Financial LLC · Chartered Financial Consultant
- Joseph S. KleinOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Rocky Hill
ChFC advisors in other Connecticut cities
All of Connecticut →Stamford 20Glastonbury 17Farmington 14Shelton 12West Hartford 9Westport 8Fairfield 5Madison 5Danbury 4Guilford 4Milford 4Wilton 4Avon 3Cheshire 3Darien 3Greenwich 3New Haven 3Ridgefield 3Southbury 3Suffield 3Trumbull 3Vernon 3
Questions
How many ChFC financial advisors are in Rocky Hill, CT?
3 SEC-registered investment adviser representatives at firm offices in Rocky Hill, Connecticut list the ChFC designation; Osaic Wealth, Inc. employs the most of them (2).
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 Rocky Hill?
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.