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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bel Air, MD

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

9 ChFC holders work in Bel Air; the most are at Allworth Financial, L.P. (1). 9 are also registered broker representatives.

ChFC advisors in Bel Air, A to Z

Every advisor in Bel Air →
  • Adrian AlbidressLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joseph M. AndersenOsaic Wealth, Inc. · Chartered Financial Consultant
  • Louis J. DefideltoCentaurus Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Lisa FulcoAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
  • Matthew A. GardnerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Hugh McCarthyEdward Jones · Chartered Financial Consultant
  • Joseph E. Ries IVStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
  • David M. StaufferCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. Thomson Sr.Founders Financial Securities LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Bel Air

Allworth Financial, L.P. 1Centaurus Financial, Inc. 1Commonwealth Financial Network 1Edward Jones 1Founders Financial Securities LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1Stifel, Nicolaus & Company, Incorporated 1

ChFC advisors in other Maryland cities

All of Maryland →

Rockville 18Hunt Valley 14Baltimore 11Columbia 11Gaithersburg 11Timonium 11Bethesda 10Annapolis 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 Bel Air, MD?

9 SEC-registered investment adviser representatives at firm offices in Bel Air, Maryland list the ChFC designation; Allworth Financial, L.P. 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 Bel Air?

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.