Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Frederick, MD
Every SEC-registered financial advisor at a firm office in Frederick who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Frederick; the most are at State Farm Investment Management Corp. (2). 6 are also registered broker representatives.
ChFC advisors in Frederick, A to Z
Every advisor in Frederick →- Mohammad AmerVoya Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John F. DallavalleFounders Financial Securities LLC · Chartered Financial Consultant
- William EhrenpreisState Farm Investment Management Corp. · Chartered Financial Consultant
- Toby S. KlineLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Chandru S. RamachandranVeridian Capital Partners · Chartered Financial Consultant
- Connie J. SnookState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Frederick
State Farm Investment Management Corp. 2Founders Financial Securities LLC 1LPL Financial LLC 1Veridian Capital Partners 1Voya Financial Advisors, Inc. 1
ChFC advisors in other Maryland cities
All of Maryland →Rockville 18Hunt Valley 14Baltimore 11Columbia 11Gaithersburg 11Timonium 11Bethesda 10Annapolis 9Bel Air 9Towson 8Salisbury 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 Frederick, MD?
6 SEC-registered investment adviser representatives at firm offices in Frederick, Maryland list the ChFC designation; State Farm Investment Management Corp. 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 Frederick?
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.