Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Annapolis, MD

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

9 ChFC holders work in Annapolis; the most are at LPL Financial LLC (2). 8 are also registered broker representatives.

ChFC advisors in Annapolis, A to Z

Every advisor in Annapolis →
  • Charles L. DerrickPark Avenue Securities LLC · Chartered Financial Consultant
  • Stephen L. DerrickPark Avenue Securities LLC · Chartered Financial Consultant
  • Paul P. EvansAnnapolitan Investment Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Charles J. FeldmanValmark Advisers, Inc. · Chartered Financial Consultant
  • Deborah L. HartState Farm Investment Management Corp. · Chartered Financial Consultant
  • Steven K. HaysTias Planners · Chartered Financial Consultant
  • David A. IveyLPL Financial LLC · Chartered Financial Consultant
  • John R. NistlerLPL Financial LLC · Chartered Financial Consultant
  • Gina D. ZinnState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Annapolis

LPL Financial LLC 2Park Avenue Securities LLC 2State Farm Investment Management Corp. 2Annapolitan Investment Group, Inc. 1Raymond James Financial Services Advisors, Inc. 1Tias Planners 1Valmark Advisers, Inc. 1

ChFC advisors in other Maryland cities

All of Maryland →

Rockville 18Hunt Valley 14Baltimore 11Columbia 11Gaithersburg 11Timonium 11Bethesda 10Bel Air 9Towson 8Frederick 6Salisbury 5Bowie 4Germantown 4Hagerstown 4Lutherville 4Silver Spring 4Ellicott City 3Glen Burnie 3La Plata 3Laurel 3Owings Mills 3Potomac 3Severna Park 3

Questions

How many ChFC financial advisors are in Annapolis, MD?

9 SEC-registered investment adviser representatives at firm offices in Annapolis, Maryland list the ChFC designation; LPL Financial 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 Annapolis?

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.