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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lutherville, MD

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

4 ChFC holders work in Lutherville; the most are at LPL Financial LLC (2). 4 are also registered broker representatives.

ChFC advisors in Lutherville, A to Z

Every advisor in Lutherville →
  • Kevin F. BultmanLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard E. Craft Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Edwin L. HoganPfs Investments Inc. · Chartered Financial Consultant
  • Sarah R. TelljohannWells Fargo Clearing Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Lutherville

LPL Financial LLC 2Pfs Investments Inc. 1Wells Fargo Clearing Services, 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 5Bowie 4Germantown 4Hagerstown 4Silver Spring 4Ellicott City 3Glen Burnie 3La Plata 3Laurel 3Owings Mills 3Potomac 3Severna Park 3

Questions

How many ChFC financial advisors are in Lutherville, MD?

4 SEC-registered investment adviser representatives at firm offices in Lutherville, Maryland list the ChFC designation; LPL Financial LLC 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 Lutherville?

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.