Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Marshfield, MA
Every SEC-registered financial advisor at a firm office in Marshfield who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Marshfield; the most are at Abundant Wealth Management LLC (1). 5 are also registered broker representatives.
ChFC advisors in Marshfield, A to Z
Every advisor in Marshfield →- Lee M. GenerousGenerous Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Adam P. JewettAbundant Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Connor C. MacisaacEdward Jones · Chartered Financial Consultant
- Joseph G. Matthews IIICetera Investment Advisers LLC · Chartered Financial Consultant
- Earle W. Pitt Jr.Osaic Wealth, Inc. · Chartered Financial Consultant
- Timothy C. WithersTwin Gryphon Advisors LLC · Chartered Financial Consultant
- Thomas A. ZamagniLPL Financial LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Marshfield
Abundant Wealth Management LLC 1Cetera Investment Advisers LLC 1Dope Cfo Wealth Management 1Edward Jones 1Generous Wealth Management 1LPL Financial LLC 1Osaic Wealth, Inc. 1Twin Gryphon Advisors LLC 1
ChFC advisors in other Massachusetts cities
All of Massachusetts →Boston 30Waltham 26Needham 19Westborough 10Worcester 10Braintree 8Andover 7Westwood 6Woburn 6Wakefield 4Wellesley 4Amherst 3Framingham 3Hingham 3Norwell 3Norwood 3Rockland 3Southborough 3Springfield 3
Questions
How many ChFC financial advisors are in Marshfield, MA?
7 SEC-registered investment adviser representatives at firm offices in Marshfield, Massachusetts list the ChFC designation; Abundant Wealth Management LLC employs the most of them (1).
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 Marshfield?
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.