Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Concord, NH
Every SEC-registered financial advisor at a firm office in Concord who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Concord; the most are at Cambridge Investment Research Advisors, Inc. (2). 5 are also registered broker representatives.
ChFC advisors in Concord, A to Z
Every advisor in Concord →- Raymond E. BursteinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Gregory B. GagneAffinity Investment Group, LLC · Chartered Financial Consultant
- Kyle MarceauEquity Services, Inc. · Chartered Financial Consultant
- Jonathan W. MarvinCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Stephen E. O'CallaghanOsaic Institutions, Inc. · Chartered Financial Consultant
- Jeffrey A. ParsonsCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Jillian B. ThomasMariner · Chartered Financial Consultant
Firms with the most ChFC holders in Concord
Cambridge Investment Research Advisors, Inc. 2Affinity Investment Group, LLC 1Edward Jones 1Equity Services, Inc. 1Mariner 1Osaic Institutions, Inc. 1
ChFC advisors in other New Hampshire cities
All of New Hampshire →Bedford 17Manchester 13Nashua 5Salem 5Exeter 4Stratham 4Portsmouth 3Rochester 3Windham 3
Questions
How many ChFC financial advisors are in Concord, NH?
7 SEC-registered investment adviser representatives at firm offices in Concord, New Hampshire 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 Concord?
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.