Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Summit, NJ
Every SEC-registered financial advisor at a firm office in Summit who lists the Chartered Financial Consultant designation, A to Z.
25 ChFC holders work in Summit; the most are at Tlg Advisors, Inc. (20). 22 are also registered broker representatives.
ChFC advisors in Summit, A to Z
Every advisor in Summit →- Barwick O. Barfield Jr.Tlg Advisors, Inc. · Chartered Financial Consultant
- John J. BaxterTlg Advisors, Inc. · Chartered Financial Consultant
- Shawn M. BragdonTlg Advisors, Inc. · Chartered Financial Consultant
- David R. Brinkley Sr.Tlg Advisors, Inc. · Chartered Financial Consultant
- Donald A. Cafero Sr.Tlg Advisors, Inc. · Chartered Financial Consultant
- Steven C. CaldaraTlg Advisors, Inc. · Chartered Financial Consultant
- Roy M. CranmanTlg Advisors, Inc. · Chartered Financial Consultant
- Jared P. GostanczikTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Gary L. GrayTlg Advisors, Inc. · Chartered Financial Consultant
- James K. HoustonTlg Advisors, Inc. · Chartered Financial Consultant
- Glisel M. JimenezState Farm Investment Management Corp. · Chartered Financial Consultant
- Alan L. KayeTlg Advisors, Inc. · Chartered Financial Consultant
- Michael P. KellySimplicity Wealth · Chartered Financial Consultant
- Patrick H. KimTlg Advisors, Inc. · Chartered Financial Consultant
- Richard S. MaholchicTlg Advisors, Inc. · Chartered Financial Consultant
- Paul A. NeriTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert E. NienaberTlg Advisors, Inc. · Chartered Financial Consultant
- William E. OliverTlg Advisors, Inc. · Chartered Financial Consultant
- David L. OwensSimplicity Wealth · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth A. ReillyTlg Advisors, Inc. · Chartered Financial Consultant
- Joseph E. Rhodes Jr.Tlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Bernard E. RosenTlg Advisors, Inc. · Chartered Financial Consultant
- Kevin M. SmithSimplicity Wealth · Chartered Financial Consultant
- David L. WohlwendSimplicity Wealth · Chartered Financial Consultant
- Igor A. ZeyTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Summit
Tlg Advisors, Inc. 20Simplicity Wealth 4State Farm Investment Management Corp. 1
ChFC advisors in other New Jersey cities
All of New Jersey →Morristown 34Parsippany 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 5Bridgewater 4
Questions
How many ChFC financial advisors are in Summit, NJ?
25 SEC-registered investment adviser representatives at firm offices in Summit, New Jersey list the ChFC designation; Tlg Advisors, Inc. employs the most of them (20).
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 Summit?
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.