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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Shelton, CT

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

12 ChFC holders work in Shelton; the most are at MML Investors Services, LLC (7). 9 are also registered broker representatives.

ChFC advisors in Shelton, A to Z

Every advisor in Shelton →
  • Alec D. BeaucheminMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John D. BillingtonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Charles K. CaddickProcyon · Chartered Financial Consultant
  • Arthur GallantMML Investors Services, LLC · Chartered Financial Consultant
  • Christopher L. GanimKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Hasan A. HokeProcyon · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy HusMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William R. Jones Jr.Procyon · Chartered Financial Consultant
  • Nikhil KapoorStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joseph D. LoprestiMML Investors Services, LLC · Chartered Financial Consultant
  • Michael W. LynchMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Andrew J. WigzellMML Investors Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Shelton

MML Investors Services, LLC 7Procyon 3Kestra Advisory Services, LLC 1Strategic Advisers LLC 1

ChFC advisors in other Connecticut cities

All of Connecticut →

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

Questions

How many ChFC financial advisors are in Shelton, CT?

12 SEC-registered investment adviser representatives at firm offices in Shelton, Connecticut list the ChFC designation; MML Investors Services, LLC employs the most of them (7).

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 Shelton?

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.