Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Rockville, MD
Every SEC-registered financial advisor at a firm office in Rockville who lists the Chartered Financial Consultant designation, A to Z.
The short answer
18 ChFC holders work in Rockville; the most are at Cetera Investment Advisers LLC (3). 16 are also registered broker representatives.
ChFC advisors in Rockville, A to Z
Every advisor in Rockville →- Jonathan R. AbbettCetera Investment Advisers LLC · Chartered Financial Consultant
- Thomas A. CabralMML Investors Services, LLC · Chartered Financial Consultant
- Daniel R. CamposOsaic Wealth, Inc. · Chartered Financial Consultant
- Patrick K. CarrollMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Zion D. ChaflaweeCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua T. CharlesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Howard FriedmanPrivate Client Services, LLC · Chartered Financial Consultant
- Tracy A. HeichelbechFirst Command Advisory Services · Chartered Financial Consultant
- Matthew T. HoeslyAtcap Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michelle L. HoeslyAtcap Partners, LLC · Chartered Financial Consultant
- Joseph W. JacquesJacques Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Charles A. LewandowskiLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph McCarthyGlass Jacobson Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Kevin M. ReeseNavy Federal Investment Services, LLC · Chartered Financial Consultant
- Ronald SeegersStrategic Advisers LLC · Chartered Financial Consultant
- Jason M. SilverbergCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey D SmithPrivate Client Services, LLC · Chartered Financial Consultant
- Edward C. Yegen Jr.Yegen Financial Group, Ltd. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Rockville
Cetera Investment Advisers LLC 3Atcap Partners, LLC 2Private Client Services, LLC 2First Command Advisory Services 1Glass Jacobson Wealth Advisors 1Jacques Advisors, LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Merit Financial Advisors 1Navy Federal Investment Services, LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Strategic Advisers LLC 1Yegen Financial Group, Ltd. 1
ChFC advisors in other Maryland cities
All of Maryland →Hunt 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 3Potomac 3Severna Park 3
Questions
How many ChFC financial advisors are in Rockville, MD?
18 SEC-registered investment adviser representatives at firm offices in Rockville, Maryland list the ChFC designation; Cetera Investment Advisers 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 Rockville?
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.