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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Wakefield, MA

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

4 ChFC holders work in Wakefield; the most are at MML Investors Services, LLC (2). 4 are also registered broker representatives.

ChFC advisors in Wakefield, A to Z

Every advisor in Wakefield →
  • Michael C. EnrightMML Investors Services, LLC · Chartered Financial Consultant
  • Lucas J. NobleMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lawrence B. RaymondSentinel Pension Advisors, LLC. · Certified Financial Planner, Chartered Financial Consultant
  • John S. RoccoEagle Strategies LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Wakefield

MML Investors Services, LLC 2Eagle Strategies LLC 1Sentinel Pension Advisors, LLC. 1

ChFC advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many ChFC financial advisors are in Wakefield, MA?

4 SEC-registered investment adviser representatives at firm offices in Wakefield, Massachusetts list the ChFC designation; MML Investors Services, LLC 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 Wakefield?

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.