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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Mount Laurel, NJ

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

8 ChFC holders work in Mount Laurel; the most are at Pts Brokerage, LLC (2). 7 are also registered broker representatives.

ChFC advisors in Mount Laurel, A to Z

Every advisor in Mount Laurel →
  • Robert J. EstermanAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Jeffrey S. HahnPts Brokerage, LLC · Chartered Financial Consultant
  • John L. HeacockValic Financial Advisors, Inc. · Chartered Financial Consultant
  • Douglas JonesMorgan Stanley · Chartered Financial Consultant
  • John C. KellyPts Brokerage, LLC · Chartered Financial Consultant
  • Victor A. TedescoStrategic Financial · Chartered Financial Consultant
  • Marie TurinoValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Nasser ZaermohammadiTd Private Client Wealth LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Mount Laurel

Pts Brokerage, LLC 2Valic Financial Advisors, Inc. 2Ameriprise Financial Services, LLC 1Morgan Stanley 1Strategic Financial 1Td Private Client Wealth LLC 1

ChFC advisors in other New Jersey cities

All of New Jersey →

Morristown 34Summit 25Parsippany 22Paramus 15Red Bank 14Marlton 13Saddle Brook 9Fairfield 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 Mount Laurel, NJ?

8 SEC-registered investment adviser representatives at firm offices in Mount Laurel, New Jersey list the ChFC designation; Pts Brokerage, 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 Mount Laurel?

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.