Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Dover, DE
Every SEC-registered financial advisor at a firm office in Dover who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Dover; the most are at Chapin, Davis (1). 3 are also registered broker representatives.
ChFC advisors in Dover, A to Z
Every advisor in Dover →- Robert J. KaehlerChapin, Davis · Chartered Financial Consultant
- Christopher S. SmithEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Alexandra VazquezState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Dover
Chapin, Davis 1Edward Jones 1State Farm Investment Management Corp. 1
ChFC advisors in other Delaware cities
All of Delaware →Wilmington 21Newark 18Hockessin 4Greenville 3Rehoboth Beach 3
Questions
How many ChFC financial advisors are in Dover, DE?
3 SEC-registered investment adviser representatives at firm offices in Dover, Delaware list the ChFC designation; Chapin, Davis 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 Dover?
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.