Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Woburn, MA
Every SEC-registered financial advisor at a firm office in Woburn who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Woburn; the most are at Alta Wealth Advisors LLC (2). 5 are also registered broker representatives.
ChFC advisors in Woburn, A to Z
Every advisor in Woburn →- Jonathan R. HardingSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- James P. MoriartyEagle Strategies LLC · Chartered Financial Consultant
- Michael R. QuinnAlta Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Reed P. ThompsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Anthony J. TrofimowEdward Jones · Chartered Financial Consultant
- Michael D. VitiAlta Wealth Advisors LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Woburn
Alta Wealth Advisors LLC 2Eagle Strategies LLC 1Edward Jones 1Raymond James Financial Services Advisors, Inc. 1Savant Wealth Management 1
ChFC advisors in other Massachusetts cities
All of Massachusetts →Boston 30Waltham 26Needham 19Westborough 10Worcester 10Braintree 8Andover 7Marshfield 7Westwood 6Wakefield 4Wellesley 4Amherst 3Framingham 3Hingham 3Norwell 3Norwood 3Rockland 3Southborough 3Springfield 3
Questions
How many ChFC financial advisors are in Woburn, MA?
6 SEC-registered investment adviser representatives at firm offices in Woburn, Massachusetts list the ChFC designation; Alta Wealth Advisors 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 Woburn?
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.