Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Waltham, MA
Every SEC-registered financial advisor at a firm office in Waltham who lists the Chartered Financial Consultant designation, A to Z.
26 ChFC holders work in Waltham; the most are at Commonwealth Financial Network (9). 20 are also registered broker representatives.
ChFC advisors in Waltham, A to Z
Every advisor in Waltham →- David E. AppelIntegrated Wealth Concepts LLC · Chartered Financial Consultant
- Daniel S. BallCommonwealth Financial Network · Chartered Financial Consultant
- Nelson P. BallCommonwealth Financial Network · Chartered Financial Consultant
- Owen T. BerryCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Shannon M. BrennanCommonwealth Financial Network · Chartered Financial Consultant
- John V. DilorenzoOneamerica Securities, Inc. · Chartered Financial Consultant
- Kevin S. FlickCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Howard P. GerrinIntegrated Wealth Concepts LLC · Chartered Financial Consultant
- John P. HuntingtonOneamerica Securities, Inc. · Chartered Financial Consultant
- Richard G. KellyEagle Strategies LLC · Chartered Financial Consultant
- Albert K. LiIntegrated Wealth Concepts LLC · Chartered Financial Consultant
- Kimberly McKownEagle Strategies LLC · Chartered Financial Consultant
- Stuart M. MillerCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- John N. MooseCommonwealth Financial Network · Chartered Financial Consultant
- Paul K. MutchWindrose Advisors LLC · Chartered Financial Consultant
- Joann R. Napoli-WinantOneamerica Securities, Inc. · Chartered Financial Consultant
- Hirokazu OnumaEagle Strategies LLC · Chartered Financial Consultant
- Hillary K. PriceEagle Strategies LLC · Chartered Financial Consultant
- Peter RodisOneamerica Securities, Inc. · Chartered Financial Consultant
- Nicholas SilvaEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Geoffrey A. SkowronekCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mary L. StocktonEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian SullivanCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Richard L. TotmanCommonwealth Financial Network · Chartered Financial Consultant
- Penelope S. TzougrosWealthy Choices (R) · Chartered Financial Consultant
- David J. WilsonEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Waltham
Commonwealth Financial Network 9Eagle Strategies LLC 7Oneamerica Securities, Inc. 4Integrated Wealth Concepts LLC 3Cwm, LLC 1Wealthy Choices (R) 1Windrose Advisors LLC 1
ChFC advisors in other Massachusetts cities
All of Massachusetts →Boston 30Needham 19Westborough 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 Waltham, MA?
26 SEC-registered investment adviser representatives at firm offices in Waltham, Massachusetts list the ChFC designation; Commonwealth Financial Network employs the most of them (9).
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 Waltham?
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.