Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Lewiston, ME
Every SEC-registered financial advisor at a firm office in Lewiston who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Lewiston; the most are at State Farm Investment Management Corp. (2). 4 are also registered broker representatives.
ChFC advisors in Lewiston, A to Z
Every advisor in Lewiston →- Jillanne C. BraunState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael A. GodinLPL Financial LLC · Chartered Financial Consultant
- Lisa M. LaliberteState Farm Investment Management Corp. · Chartered Financial Consultant
- Joseph R. PoirierEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Lewiston
State Farm Investment Management Corp. 2Equitable Advisors, LLC 1LPL Financial LLC 1
ChFC advisors in other Maine cities
All of Maine →Questions
How many ChFC financial advisors are in Lewiston, ME?
4 SEC-registered investment adviser representatives at firm offices in Lewiston, Maine list the ChFC designation; State Farm Investment Management Corp. 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 Lewiston?
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.