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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Boynton Beach, FL

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

The short answer

5 ChFC holders work in Boynton Beach; the most are at Centaurus Financial, Inc. (1). 4 are also registered broker representatives.

ChFC advisors in Boynton Beach, A to Z

Every advisor in Boynton Beach →
  • Jason A. FeldmanMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark S. GeschwindCentaurus Financial, Inc. · Chartered Financial Consultant
  • Bruce A. HorvitzLPL Financial LLC · Chartered Financial Consultant
  • David J. LewinterLewinter Wealth Advisors, LLC · Chartered Financial Consultant
  • Edward H. MaassCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Boynton Beach

Centaurus Financial, Inc. 1Commonwealth Financial Network 1LPL Financial LLC 1Lewinter Wealth Advisors, LLC 1MML Investors Services, LLC 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 66Boca Raton 45Naples 36Orlando 31Palm Beach Gardens 28Jacksonville 26Sarasota 22Miami 20Fort Myers 16Bradenton 13Ocala 12Pensacola 12St. Petersburg 12Bonita Springs 11Clearwater 11Fort Lauderdale 11West Palm Beach 11Winter Park 11Coral Gables 10Plantation 10Tallahassee 10Ft Lauderdale 9Delray Beach 8Lutz 8

Questions

How many ChFC financial advisors are in Boynton Beach, FL?

5 SEC-registered investment adviser representatives at firm offices in Boynton Beach, Florida list the ChFC designation; Centaurus Financial, Inc. 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 Boynton Beach?

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.