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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Freehold, NJ

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

4 ChFC holders work in Freehold; the most are at Kestra Advisory Services, LLC (2). 4 are also registered broker representatives.

ChFC advisors in Freehold, A to Z

Every advisor in Freehold →
  • Jimmy LeongCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Ronald J. LomanginoKestra Advisory Services, LLC · Chartered Financial Consultant
  • Leonard J. LoprestiState Farm Investment Management Corp. · Chartered Financial Consultant
  • Joseph P. SilvestriKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Freehold

Kestra Advisory Services, LLC 2Cambridge Investment Research Advisors, Inc. 1State Farm Investment Management Corp. 1

ChFC advisors in other New Jersey cities

All of New Jersey →

Morristown 34Summit 25Parsippany 22Paramus 15Red Bank 14Marlton 13Saddle Brook 9Fairfield 8Mount Laurel 8Cherry Hill 7Edison 7Wall Township 7Jersey City 6Moorestown 6Wall 6Bedminster 5Fair Lawn 5Holmdel 5Lincroft 5Livingston 5Medford 5Montclair 5Princeton 5Voorhees 5

Questions

How many ChFC financial advisors are in Freehold, NJ?

4 SEC-registered investment adviser representatives at firm offices in Freehold, New Jersey list the ChFC designation; Kestra Advisory 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 Freehold?

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.