Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Columbia, MD
Every SEC-registered financial advisor at a firm office in Columbia who lists the Chartered Financial Consultant designation, A to Z.
11 ChFC holders work in Columbia; the most are at State Farm Investment Management Corp. (3). 8 are also registered broker representatives.
ChFC advisors in Columbia, A to Z
Every advisor in Columbia →- Alexander E. BrownState Farm Investment Management Corp. · Chartered Financial Consultant
- Buna B. Cumbie IIPark Avenue Securities LLC · Chartered Financial Consultant
- Jordan R. HuchtCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Peter J. KeatingUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- Wayne T. LavalleeGlr Partners · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth PlotPrimas Financial Planning · Certified Financial Planner, Chartered Financial Consultant
- Justin T. RoudiezWhite Oak Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Carrie M. SkinnerState Farm Investment Management Corp. · Chartered Financial Consultant
- Aaron Slater Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
- Matthew SmilerBaltimore-Washington Financial Advisors · Chartered Financial Consultant
- Richard H. WagenerFinancial First Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Columbia
State Farm Investment Management Corp. 3Baltimore-Washington Financial Advisors 1Commonwealth Financial Network 1Financial First Advisors, Inc. 1Glr Partners 1Park Avenue Securities LLC 1Primas Financial Planning 1Raymond James Financial Services Advisors, Inc. 1United Planners' Financial Services Of America A Limited Partner 1Wagener-Lee, LLC 1White Oak Wealth Management 1
ChFC advisors in other Maryland cities
All of Maryland →Rockville 18Hunt Valley 14Baltimore 11Gaithersburg 11Timonium 11Bethesda 10Annapolis 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 Columbia, MD?
11 SEC-registered investment adviser representatives at firm offices in Columbia, Maryland list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).
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 Columbia?
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.