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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Portsmouth, NH

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

The short answer

6 ChFC holders work in Portsmouth; the most are at Arca Wealth, LLC (1). 5 are also registered broker representatives.

ChFC advisors in Portsmouth, A to Z

Every advisor in Portsmouth →
  • Roland P. GagneCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Steven J. HouleStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • John R. LachapelleCetera Investment Advisers LLC · Chartered Financial Consultant
  • Andrew C. LordEssential Planning, LLC · Chartered Financial Consultant
  • Matthew L. PescatoreLPL Financial LLC · Chartered Financial Consultant
  • Joseph R. SkeesArca Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Portsmouth

Arca Wealth, LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Essential Planning, LLC 1LPL Financial LLC 1Strategic Advisers LLC 1

ChFC advisors in other New Hampshire cities

All of New Hampshire →

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

Questions

How many ChFC financial advisors are in Portsmouth, NH?

6 SEC-registered investment adviser representatives at firm offices in Portsmouth, New Hampshire list the ChFC designation; Arca Wealth, LLC employs the most of them (1).

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 Portsmouth?

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.