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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Holmdel, NJ

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

5 ChFC holders work in Holmdel; the most are at Park Avenue Securities LLC (3). 5 are also registered broker representatives.

ChFC advisors in Holmdel, A to Z

Every advisor in Holmdel →

Firms with the most ChFC holders in Holmdel

Park Avenue Securities LLC 3LPL Enterprise, LLC 1MML Investors Services, LLC 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 5Lincroft 5Livingston 5Medford 5Montclair 5Princeton 5Voorhees 5Bridgewater 4

Questions

How many ChFC financial advisors are in Holmdel, NJ?

5 SEC-registered investment adviser representatives at firm offices in Holmdel, New Jersey list the ChFC designation; Park Avenue Securities LLC employs the most of them (3).

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 Holmdel?

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.