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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Needham, MA

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

19 ChFC holders work in Needham; the most are at Park Avenue Securities LLC (11). 18 are also registered broker representatives.

ChFC advisors in Needham, A to Z

Every advisor in Needham →
  • Richard A. BelofskyPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brad R. ChampionPark Avenue Securities LLC · Chartered Financial Consultant
  • Kenneth E. DavisPark Avenue Securities LLC · Chartered Financial Consultant
  • John P. FoleyCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Nancy P. GarrisonPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Craig R. GeddesEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Dylan B. GrocerPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas J. HarmonPark Avenue Securities LLC · Chartered Financial Consultant
  • Patrick J. HintonCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Drew J. InglesiCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. KofmanCetera Investment Advisers LLC · Chartered Financial Consultant
  • Boris LokshinPark Avenue Securities LLC · Chartered Financial Consultant
  • Duane E. McDonaldEdward Jones · Chartered Financial Consultant
  • Zachary P. NowickiAscensus Investment Advisors, LLC · Chartered Financial Consultant
  • Gary J. PetersPark Avenue Securities LLC · Chartered Financial Consultant
  • Mark L. PoitrasPark Avenue Securities LLC · Chartered Financial Consultant
  • Richard L. PoitrasPark Avenue Securities LLC · Chartered Financial Consultant
  • Michel R. ScheinmannPark Avenue Securities LLC · Chartered Financial Consultant
  • Paul G. SouppaAscensus Investment Advisors, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Needham

Park Avenue Securities LLC 11Commonwealth Financial Network 3Ascensus Investment Advisors, LLC 2Edward Jones 2Cetera Investment Advisers LLC 1

ChFC advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many ChFC financial advisors are in Needham, MA?

19 SEC-registered investment adviser representatives at firm offices in Needham, Massachusetts list the ChFC designation; Park Avenue Securities LLC employs the most of them (11).

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 Needham?

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.