Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Towson, MD
Every SEC-registered financial advisor at a firm office in Towson who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in Towson; the most are at Founders Financial Securities LLC (2). 6 are also registered broker representatives.
ChFC advisors in Towson, A to Z
Every advisor in Towson →- Christopher P. ComptonRed Oak Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Lawrence N. LeitchLPL Financial LLC · Chartered Financial Consultant
- Nathan T. McDuffeeOliver Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Kathie H. OkunLPL Financial LLC · Chartered Financial Consultant
- Thaddeus PedzichCetera Investment Advisers LLC · Chartered Financial Consultant
- Gregory N. PlechnerGreenspring Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Marsha S. RosenbergFounders Financial Securities LLC · Chartered Financial Consultant
- Bradley M. ShepherdFounders Financial Securities LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Towson
Founders Financial Securities LLC 2LPL Financial LLC 2Cetera Investment Advisers LLC 1Greenspring Advisors, LLC 1Oliver Wealth Management 1Red Oak Financial Group 1Sfg Wealth Management 1
ChFC advisors in other Maryland cities
All of Maryland →Rockville 18Hunt Valley 14Baltimore 11Columbia 11Gaithersburg 11Timonium 11Bethesda 10Annapolis 9Bel Air 9Frederick 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 Towson, MD?
8 SEC-registered investment adviser representatives at firm offices in Towson, Maryland list the ChFC designation; Founders Financial Securities 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 Towson?
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.