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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bethesda, MD

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

10 ChFC holders work in Bethesda; the most are at Bull Harbor Capital LLC. (2). 7 are also registered broker representatives.

ChFC advisors in Bethesda, A to Z

Every advisor in Bethesda →
  • Erin CainesEagle Strategies LLC · Chartered Financial Consultant
  • Vincent M. D AddonaBull Harbor Capital LLC. · Chartered Financial Consultant
  • Brian P. JarosinskiKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stacy C. MurchisonChevy Chase Trust Company · Chartered Financial Consultant
  • Richard L. PinionPinion Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brandyn T. PolmateerBull Harbor Capital LLC. · Certified Financial Planner, Chartered Financial Consultant
  • Alexander SchutzWms Advisors, LLC · Chartered Financial Consultant
  • Meagan M. SextonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Charles R. SumpterState Farm Investment Management Corp. · Chartered Financial Consultant
  • David A. WexlerM Holdings Securities, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Bethesda

Bull Harbor Capital LLC. 2Chevy Chase Trust Company 1Eagle Strategies LLC 1Edward Jones 1Kestra Advisory Services, LLC 1M Holdings Securities, Inc. 1Pinion Financial Services, LLC 1State Farm Investment Management Corp. 1Wms Advisors, LLC 1

ChFC advisors in other Maryland cities

All of Maryland →

Rockville 18Hunt Valley 14Baltimore 11Columbia 11Gaithersburg 11Timonium 11Annapolis 9Bel 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 Bethesda, MD?

10 SEC-registered investment adviser representatives at firm offices in Bethesda, Maryland list the ChFC designation; Bull Harbor Capital 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 Bethesda?

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.