Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Windham, NH
Every SEC-registered financial advisor at a firm office in Windham who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in Windham; the most are at Edward Jones (2). 2 are also registered broker representatives.
ChFC advisors in Windham, A to Z
Every advisor in Windham →- Alyson C. BassoThe Patriot Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael P. Murphy Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
- Lisa A. Walker-GallantEdward Jones · Chartered Financial Consultant
Firms with the most ChFC holders in Windham
ChFC advisors in other New Hampshire cities
All of New Hampshire →Bedford 17Manchester 13Concord 7Nashua 5Salem 5Exeter 4Stratham 4Portsmouth 3Rochester 3
Questions
How many ChFC financial advisors are in Windham, NH?
3 SEC-registered investment adviser representatives at firm offices in Windham, New Hampshire list the ChFC designation; Edward Jones 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 Windham?
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.