Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Gaithersburg, MD
Every SEC-registered financial advisor at a firm office in Gaithersburg who lists the Chartered Financial Consultant designation, A to Z.
11 ChFC holders work in Gaithersburg; the most are at LPL Financial LLC (3). 7 are also registered broker representatives.
ChFC advisors in Gaithersburg, A to Z
Every advisor in Gaithersburg →- Stephanie G. BigwoodGoldsborough Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Wesley K. BrownRemnant Wealth · Chartered Financial Consultant
- Ryan DunnLPL Financial LLC · Chartered Financial Consultant
- Patrick A. HaneyLPL Financial LLC · Chartered Financial Consultant
- Stefan JakubowskiEdward Jones · Chartered Financial Consultant
- Stephanie B. McGeeverAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- John F. StohlmanLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Morgan P. TesterMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mary T. Thomas-SpruillSerene Financial Solutions · Chartered Financial Consultant
- Geoffrey M. TomasettiCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Brandon K. WesterfieldCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Gaithersburg
LPL Financial LLC 3Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Charles Schwab & Co., Inc. 1Edward Jones 1Goldsborough Capital Management, LLC 1Mai Capital Management, LLC 1Remnant Wealth 1Serene Financial Solutions 1
ChFC advisors in other Maryland cities
All of Maryland →Rockville 18Hunt Valley 14Baltimore 11Columbia 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 Gaithersburg, MD?
11 SEC-registered investment adviser representatives at firm offices in Gaithersburg, Maryland list the ChFC designation; LPL Financial LLC 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 Gaithersburg?
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.