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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Wall, NJ

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

The short answer

8 ChFC holders work in Wall; the most are at Cetera Investment Advisers LLC (3). 7 are also registered broker representatives.

ChFC advisors in Wall, A to Z

Every advisor in Wall →
  • Frank CongilosePark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Paul A. DesmondCetera Investment Advisers LLC · Chartered Financial Consultant
  • Conor J. EganMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Justine HughesCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • John K. LyndeCetera Investment Advisers LLC · Chartered Financial Consultant
  • William J. McLaughlin Jr.Advisory Services Network · Certified Financial Planner, Chartered Financial Consultant
  • Richard R. PasickPark Avenue Securities LLC · Chartered Financial Consultant
  • John E. SpottkePark Avenue Securities LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Wall

Cetera Investment Advisers LLC 3Park Avenue Securities LLC 3Advisory Services Network 1MML Investors Services, LLC 1

ChFC advisors in other New Jersey cities

All of New Jersey →

Morristown 35Summit 23Parsippany 21Paramus 15Red Bank 13Marlton 11Fairfield 9Saddle Brook 9Mount Laurel 8Cherry Hill 6Edison 6Jersey City 6Moorestown 6Wall Township 6Bedminster 5Fair Lawn 5Livingston 5Medford 5Montclair 5Princeton 5Bridgewater 4Flemington 4Freehold 4Holmdel 4

Questions

How many ChFC financial advisors are in Wall, NJ?

8 SEC-registered investment adviser representatives at firm offices in Wall, New Jersey list the ChFC designation; Cetera Investment Advisers 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 Wall?

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.