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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Southborough, MA

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

3 ChFC holders work in Southborough; the most are at Penfacs Financial Services (2). 2 are also registered broker representatives.

ChFC advisors in Southborough, A to Z

Every advisor in Southborough →
  • Erik R. DegregorioPenfacs Financial Services · Chartered Financial Consultant
  • Ronald P. DegregorioPenfacs Financial Services · Certified Financial Planner, Chartered Financial Consultant
  • Andrew R. JoyceMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Southborough

Penfacs Financial Services 2MML Investors Services, LLC 1

ChFC advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many ChFC financial advisors are in Southborough, MA?

3 SEC-registered investment adviser representatives at firm offices in Southborough, Massachusetts list the ChFC designation; Penfacs Financial Services 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 Southborough?

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.