Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Falmouth, ME
Every SEC-registered financial advisor at a firm office in Falmouth who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Falmouth; the most are at Valmark Advisers, Inc. (2). 3 are also registered broker representatives.
ChFC advisors in Falmouth, A to Z
Every advisor in Falmouth →- Rebecca A. BurchillValmark Advisers, Inc. · Chartered Financial Consultant
- Philip E. HarrimanValmark Advisers, Inc. · Chartered Financial Consultant
- Lawrence J. PerryMML Investors Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Falmouth
ChFC advisors in other Maine cities
All of Maine →Questions
How many ChFC financial advisors are in Falmouth, ME?
3 SEC-registered investment adviser representatives at firm offices in Falmouth, Maine list the ChFC designation; Valmark Advisers, Inc. 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 Falmouth?
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.