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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Portland, ME

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

6 ChFC holders work in Portland; the most are at Ameriprise Financial Services, LLC (1). 5 are also registered broker representatives.

ChFC advisors in Portland, A to Z

Every advisor in Portland →
  • Suzanne D. BourgaultAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Lawrence J. BowlanOld Port Advisors · Chartered Financial Consultant
  • Paul R. Buckley Jr.LPL Financial LLC · Chartered Financial Consultant
  • Diane NewmanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Gary R. SmithCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • George M. SpinoRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Portland

Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1LPL Financial LLC 1Old Port Advisors 1Raymond James Financial Services Advisors, Inc. 1State Farm Investment Management Corp. 1

ChFC advisors in other Maine cities

All of Maine →

Lewiston 4Falmouth 3Westbrook 3

Questions

How many ChFC financial advisors are in Portland, ME?

6 SEC-registered investment adviser representatives at firm offices in Portland, Maine list the ChFC designation; Ameriprise Financial Services, LLC 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 Portland?

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.