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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Keene, NH

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

The short answer

3 ChFC holders work in Keene; the most are at LPL Enterprise, LLC (2). 3 are also registered broker representatives.

ChFC advisors in Keene, A to Z

Every advisor in Keene →
  • Emily R. FisselLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey R. MigneaultKestra Advisory Services, LLC · Chartered Financial Consultant
  • Sara R. SmedleyLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Keene

LPL Enterprise, LLC 2Kestra Advisory Services, LLC 1

ChFC advisors in other New Hampshire cities

All of New Hampshire →

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

Questions

How many ChFC financial advisors are in Keene, NH?

3 SEC-registered investment adviser representatives at firm offices in Keene, New Hampshire list the ChFC designation; LPL Enterprise, 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 Keene?

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.