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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Laurel, MD

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

The short answer

3 ChFC holders work in Laurel; the most are at Cambridge Investment Research Advisors, Inc. (1). 3 are also registered broker representatives.

ChFC advisors in Laurel, A to Z

Every advisor in Laurel →
  • Charles J. BealTruist Advisory Services, Inc. · Chartered Financial Consultant
  • Brian S. JollesCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Deborah D. MurphyState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Laurel

Cambridge Investment Research Advisors, Inc. 1State Farm Investment Management Corp. 1Truist Advisory Services, Inc. 1

ChFC advisors in other Maryland cities

All of Maryland →

Rockville 18Hunt Valley 14Baltimore 11Columbia 11Gaithersburg 11Timonium 11Bethesda 10Annapolis 9Bel Air 9Towson 8Frederick 6Salisbury 5Bowie 4Germantown 4Hagerstown 4Lutherville 4Silver Spring 4Ellicott City 3Glen Burnie 3La Plata 3Owings Mills 3Potomac 3Severna Park 3

Questions

How many ChFC financial advisors are in Laurel, MD?

3 SEC-registered investment adviser representatives at firm offices in Laurel, Maryland list the ChFC designation; Cambridge Investment Research Advisors, Inc. 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 Laurel?

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.