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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Exeter, NH

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

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

ChFC advisors in Exeter, A to Z

Every advisor in Exeter →
  • Robert C. Burns Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert A. DufourOsaic Wealth, Inc. · Chartered Financial Consultant
  • Clifford J. JurdiCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Wayne F. Slattery Sr.MML Investors Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Exeter

MML Investors Services, LLC 2Commonwealth Financial Network 1Osaic Wealth, Inc. 1

ChFC advisors in other New Hampshire cities

All of New Hampshire →

Bedford 17Manchester 13Concord 7Nashua 5Salem 5Stratham 4Portsmouth 3Rochester 3Windham 3

Questions

How many ChFC financial advisors are in Exeter, NH?

4 SEC-registered investment adviser representatives at firm offices in Exeter, New Hampshire 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 Exeter?

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.