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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Washington, DC

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

The short answer

10 ChFC holders work in Washington; the most are at LPL Financial LLC (2). 7 are also registered broker representatives.

ChFC advisors in Washington, A to Z

Every advisor in Washington →
  • Isaiah V. CarterMissionsquare Retirement · Chartered Financial Consultant
  • Andrew F. ClarkLexaurum Advisors · Chartered Financial Consultant
  • Joseph L. Davis Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Justin B. DeanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Christopher J. DetmerSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeremiah FitzgibbonsRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Pooja G. HemnaniState Farm Investment Management Corp. · Chartered Financial Consultant
  • Dawn M. Mabery ChestnutMabery Consulting, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John M. RusciolelliLPL Financial LLC · Chartered Financial Consultant
  • Michael R. WestonCommonwealth Financial Network · Chartered Financial Consultant

Firms with the most ChFC holders in Washington

LPL Financial LLC 2Commonwealth Financial Network 1Edward Jones 1Lexaurum Advisors 1Mabery Consulting, LLC 1Missionsquare Retirement 1Raymond James & Associates, Inc. 1State Farm Investment Management Corp. 1Steward Partners Investment Advisory, LLC 1

Questions

How many ChFC financial advisors are in Washington, DC?

10 SEC-registered investment adviser representatives at firm offices in Washington, District of Columbia list the ChFC designation; LPL Financial LLC 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 Washington?

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.