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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in West Hartford, CT

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

The short answer

9 ChFC holders work in West Hartford; the most are at Apella Wealth (2). 7 are also registered broker representatives.

ChFC advisors in West Hartford, A to Z

Every advisor in West Hartford →
  • James T. BarkerApella Wealth · Chartered Financial Consultant
  • Raymond E. BeloinLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • James V. BurnsLPL Financial LLC · Chartered Financial Consultant
  • William M. DicristofaroMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christopher G. GentCetera Investment Advisers LLC · Chartered Financial Consultant
  • Janet L. KendallMissionsquare Retirement · Chartered Financial Consultant
  • Ivy R. MarshNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • William Z. Suplee IVApella Wealth · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Tracy J. YoungAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in West Hartford

Apella Wealth 2LPL Financial LLC 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1MML Investors Services, LLC 1Missionsquare Retirement 1Northwestern Mutual Investment Services, LLC 1

ChFC advisors in other Connecticut cities

All of Connecticut →

Stamford 20Glastonbury 17Farmington 14Shelton 12Westport 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 West Hartford, CT?

9 SEC-registered investment adviser representatives at firm offices in West Hartford, Connecticut list the ChFC designation; Apella Wealth 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 West Hartford?

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.