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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Westbrook, ME

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

3 ChFC holders work in Westbrook; the most are at Park Avenue Securities LLC (2). 3 are also registered broker representatives.

ChFC advisors in Westbrook, A to Z

Every advisor in Westbrook →
  • James A. GarlandCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott A. KehoePark Avenue Securities LLC · Chartered Financial Consultant
  • James A. ViolettePark Avenue Securities LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Westbrook

Park Avenue Securities LLC 2Cetera Investment Advisers LLC 1

ChFC advisors in other Maine cities

All of Maine →

Portland 6Lewiston 4Falmouth 3

Questions

How many ChFC financial advisors are in Westbrook, ME?

3 SEC-registered investment adviser representatives at firm offices in Westbrook, Maine list the ChFC designation; Park Avenue Securities 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 Westbrook?

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.