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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Worcester, MA

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

10 ChFC holders work in Worcester; the most are at Cambridge Investment Research Advisors, Inc. (2). 6 are also registered broker representatives.

ChFC advisors in Worcester, A to Z

Every advisor in Worcester →
  • Nicholas A. CantrellCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Richard M. CarrCarr Financial Group · Certified Financial Planner, Chartered Financial Consultant
  • Brian K. CarrollCetera Investment Advisers LLC · Chartered Financial Consultant
  • Robert M. GianchigliaOneamerica Securities, Inc. · Chartered Financial Consultant
  • Julianne HertelCornerstone Planning Group · Chartered Financial Consultant
  • Michael E. HoganCutler Capital Management · Chartered Financial Consultant
  • Andrea L. LuceyCarr Financial Group · Certified Financial Planner, Chartered Financial Consultant
  • Christopher M. LussierRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Henri L. Rocheleau IIILPL Financial LLC · Chartered Financial Consultant
  • Karen G. ShapiroCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Worcester

Cambridge Investment Research Advisors, Inc. 2Carr Financial Group 2Cetera Investment Advisers LLC 1Cornerstone Planning Group 1Cutler Capital Management 1LPL Financial LLC 1Oneamerica Securities, Inc. 1Raymond James & Associates, Inc. 1

ChFC advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many ChFC financial advisors are in Worcester, MA?

10 SEC-registered investment adviser representatives at firm offices in Worcester, Massachusetts list the ChFC designation; Cambridge Investment Research Advisors, Inc. 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 Worcester?

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.