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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Andover, MA

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

7 ChFC holders work in Andover; the most are at Osaic Wealth, Inc. (3). 6 are also registered broker representatives.

ChFC advisors in Andover, A to Z

Every advisor in Andover →
  • Catherine D. BearceFourstar Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anthony Corsino Jr.Zen Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Noel R. DulacOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mark J. MarroniOsaic Wealth, Inc. · Chartered Financial Consultant
  • Matthew T. PriftiTd Private Client Wealth LLC · Chartered Financial Consultant
  • James R. SavarinoOsaic Wealth, Inc. · Chartered Financial Consultant
  • David J. SousaLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Andover

Osaic Wealth, Inc. 3Fourstar Wealth Advisors, LLC 1LPL Financial LLC 1Td Private Client Wealth LLC 1Zen Financial Planning, LLC 1

ChFC advisors in other Massachusetts cities

All of Massachusetts →

Boston 30Waltham 26Needham 19Westborough 10Worcester 10Braintree 8Marshfield 7Westwood 6Woburn 6Wakefield 4Wellesley 4Amherst 3Framingham 3Hingham 3Norwell 3Norwood 3Rockland 3Southborough 3Springfield 3

Questions

How many ChFC financial advisors are in Andover, MA?

7 SEC-registered investment adviser representatives at firm offices in Andover, Massachusetts list the ChFC designation; Osaic Wealth, Inc. 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 Andover?

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.