Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Braintree, MA
Every SEC-registered financial advisor at a firm office in Braintree who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in Braintree; the most are at Capital Analysts (3). 5 are also registered broker representatives.
ChFC advisors in Braintree, A to Z
Every advisor in Braintree →- William H. Bestgen Jr.Commonwealth Financial Network · Chartered Financial Consultant
- Lauren M. FakonasRise North Capital Investment Advisors · Certified Financial Planner, Chartered Financial Consultant
- Jacob A. GraffRise North Capital Investment Advisors · Chartered Financial Consultant
- Erik C. HackerCapital Analysts · Chartered Financial Consultant
- Brian J. HillCapital Analysts · Chartered Financial Consultant
- James C. LandryPallas Capital Advisors, LLC · Chartered Financial Consultant
- Thomas J. McCarthyCapital Analysts · Chartered Financial Consultant
- Barry A. PolleyMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
Firms with the most ChFC holders in Braintree
Capital Analysts 3Rise North Capital Investment Advisors 2Commonwealth Financial Network 1Mutual Of Omaha Investor Services, Inc. 1Pallas Capital Advisors, LLC 1
ChFC advisors in other Massachusetts cities
All of Massachusetts →Boston 30Waltham 26Needham 19Westborough 10Worcester 10Andover 7Marshfield 7Westwood 6Woburn 6Wakefield 4Wellesley 4Amherst 3Framingham 3Hingham 3Norwell 3Norwood 3Rockland 3Southborough 3Springfield 3
Questions
How many ChFC financial advisors are in Braintree, MA?
8 SEC-registered investment adviser representatives at firm offices in Braintree, Massachusetts list the ChFC designation; Capital Analysts 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 Braintree?
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.