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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Marlton, NJ

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

13 ChFC holders work in Marlton; the most are at LPL Financial LLC (2). 11 are also registered broker representatives.

ChFC advisors in Marlton, A to Z

Every advisor in Marlton →
  • Joseph V. DelguercioMML Investors Services, LLC · Chartered Financial Consultant
  • Michael J. EinhornMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Matthew J. FitzgeraldLaurel Oak Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Frank M. GalzaranoWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christopher J. HeiserLaurel Oak Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Martin V. HigginsMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • David N. JacowitzEquity Services, Inc. · Chartered Financial Consultant
  • Mark T. LevinLPL Financial LLC · Chartered Financial Consultant
  • Theodore R. Massaro Jr.M Financial Planning Services, Inc. · Chartered Financial Consultant
  • John M. NataleCapital Analysts · Chartered Financial Consultant
  • Anthony Y. PobladorSequent Planning, LLC · Chartered Financial Consultant
  • Thomas F. Warner Jr.Ameriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John J. WatsonTd Private Client Wealth LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Marlton

LPL Financial LLC 2Laurel Oak Wealth Management, LLC 2Mutual Of Omaha Investor Services, Inc. 2Ameriprise Financial Services, LLC 1Capital Analysts 1Equity Services, Inc. 1M Financial Planning Services, Inc. 1MML Investors Services, LLC 1Sequent Planning, LLC 1Td Private Client Wealth LLC 1Wealthcare Advisory Partners LLC 1

ChFC advisors in other New Jersey cities

All of New Jersey →

Morristown 34Summit 25Parsippany 22Paramus 15Red Bank 14Saddle Brook 9Fairfield 8Mount Laurel 8Cherry Hill 7Edison 7Wall Township 7Jersey City 6Moorestown 6Wall 6Bedminster 5Fair Lawn 5Holmdel 5Lincroft 5Livingston 5Medford 5Montclair 5Princeton 5Voorhees 5Bridgewater 4

Questions

How many ChFC financial advisors are in Marlton, NJ?

13 SEC-registered investment adviser representatives at firm offices in Marlton, New Jersey list the ChFC designation; LPL Financial 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 Marlton?

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.