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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Potomac, MD

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

3 ChFC holders work in Potomac; the most are at Edward Jones (1). 2 are also registered broker representatives.

ChFC advisors in Potomac, A to Z

Every advisor in Potomac →

Firms with the most ChFC holders in Potomac

Edward Jones 1Morgan Stanley 1Regal Investment Advisors 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 4Lutherville 4Silver Spring 4Ellicott City 3Glen Burnie 3La Plata 3Laurel 3Owings Mills 3Severna Park 3

Questions

How many ChFC financial advisors are in Potomac, MD?

3 SEC-registered investment adviser representatives at firm offices in Potomac, Maryland list the ChFC designation; Edward Jones 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 Potomac?

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.