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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Timonium, MD

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

11 ChFC holders work in Timonium; the most are at Hergenroeder Financial Advisors, Inc. (2). 9 are also registered broker representatives.

ChFC advisors in Timonium, A to Z

Every advisor in Timonium →
  • David L. BermanBerman McAleer · Certified Financial Planner, Chartered Financial Consultant
  • Frank K. DuncanLPL Financial LLC · Chartered Financial Consultant
  • Brian T. GriggGrigg Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lisa A. HergenroederHergenroeder Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Rebecca M. HergenroederHergenroeder Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John T. HoffmanOsaic Wealth, Inc. · Chartered Financial Consultant
  • Raymond PenziThe L. Warner Companies, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Marc ShusterEagle Strategies LLC · Chartered Financial Consultant
  • Richard D. SpiveyThe L. Warner Companies, Inc. · Chartered Financial Consultant
  • Ryan E. StatonFounders Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael W. WardOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Timonium

Hergenroeder Financial Advisors, Inc. 2Osaic Wealth, Inc. 2The L. Warner Companies, Inc. 2Berman McAleer 1Eagle Strategies LLC 1Founders Financial Securities LLC 1Grigg Financial, LLC 1LPL Financial LLC 1

ChFC advisors in other Maryland cities

All of Maryland →

Rockville 18Hunt Valley 14Baltimore 11Columbia 11Gaithersburg 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 Timonium, MD?

11 SEC-registered investment adviser representatives at firm offices in Timonium, Maryland list the ChFC designation; Hergenroeder Financial Advisors, Inc. 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 Timonium?

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.