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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Manasquan, NJ

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

3 ChFC holders work in Manasquan; the most are at Innovative Wealth Partners, LLC (1). 1 are also registered broker representatives.

ChFC advisors in Manasquan, A to Z

Every advisor in Manasquan →
  • Donald R. Ayers Jr.Innovative Wealth Partners, LLC · Chartered Financial Consultant
  • Michael MazzeoMariner · Certified Financial Planner, Chartered Financial Consultant
  • Gregory E. ShulmanThe Ameriflex Group · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Manasquan

Innovative Wealth Partners, LLC 1Mariner 1The Ameriflex Group 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 Manasquan, NJ?

3 SEC-registered investment adviser representatives at firm offices in Manasquan, New Jersey list the ChFC designation; Innovative Wealth Partners, 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 Manasquan?

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.