Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Bowie, MD
Every SEC-registered financial advisor at a firm office in Bowie who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Bowie; the most are at Allstate Financial Advisors, LLC (1). 3 are also registered broker representatives.
ChFC advisors in Bowie, A to Z
Every advisor in Bowie →- Ernest Burley Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Dahlia C. DaleyDaley Capital, Inc. · Chartered Financial Consultant
- Roosevelt P. ElivertAllstate Financial Advisors, LLC · Chartered Financial Consultant
- Victor D. MaldonadoCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Bowie
Allstate Financial Advisors, LLC 1Commonwealth Financial Network 1Daley Capital, Inc. 1LPL Financial LLC 1
ChFC advisors in other Maryland cities
All of Maryland →Rockville 18Hunt Valley 14Baltimore 11Columbia 11Gaithersburg 11Timonium 11Bethesda 10Annapolis 9Bel Air 9Towson 8Frederick 6Salisbury 5Germantown 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 Bowie, MD?
4 SEC-registered investment adviser representatives at firm offices in Bowie, Maryland list the ChFC designation; Allstate Financial Advisors, 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 Bowie?
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.