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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Buffalo, NY

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

13 ChFC holders work in Buffalo; the most are at LPL Financial LLC (2). 7 are also registered broker representatives.

ChFC advisors in Buffalo, A to Z

Every advisor in Buffalo →
  • Gregory A. AhrensPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bruce L. CarrowCapital Insights Group Of Wny, LLC. · Certified Financial Planner, Chartered Financial Consultant
  • Carrie A. FaheyFahey Financial · Certified Financial Planner, Chartered Financial Consultant
  • Adam M. GoldfarbRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Brian A. HaganEaton-Cambridge Inc. · Chartered Financial Consultant
  • Brian J. JensenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Eugene P. JordanCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark B. KostrzewskiKostrzewski, Mark Benedict · Chartered Financial Consultant
  • James J. Rehak Jr.Lawley Retirement Advisors · Chartered Financial Consultant
  • Bruce E. SupernaultLPL Financial LLC · Chartered Financial Consultant
  • Cynthia E. VanceSterling Investment Counsel, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas H. Waring Jr.Note Advisors, LLC · Chartered Financial Consultant
  • Jeffrey WolniewiczUnder Par Planning LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Buffalo

LPL Financial LLC 2Capital Insights Group Of Wny, LLC. 1Cetera Investment Advisers LLC 1Eaton-Cambridge Inc. 1Fahey Financial 1Kostrzewski, Mark Benedict 1Lawley Retirement Advisors 1Note Advisors, LLC 1Park Avenue Securities LLC 1Raymond James Financial Services Advisors, Inc. 1Sterling Investment Counsel, LLC 1Under Par Planning LLC 1

ChFC advisors in other New York cities

All of New York →

New York 108Melville 48Rochester 48Brooklyn 15Pittsford 15Garden City 14Hauppauge 14Williamsville 13Elmsford 12Syracuse 12Amherst 11Latham 11Albany 10Victor 10Purchase 8White Plains 8Orchard Park 7Woodbury 7Rye Brook 6Westbury 6Liverpool 5Saratoga Springs 5Tarrytown 5Uniondale 5

Questions

How many ChFC financial advisors are in Buffalo, NY?

13 SEC-registered investment adviser representatives at firm offices in Buffalo, New York 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 Buffalo?

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.