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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Rochester, NY

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

48 ChFC holders work in Rochester; the most are at LPL Financial LLC (13). 43 are also registered broker representatives.

ChFC advisors in Rochester, A to Z

Every advisor in Rochester →

Firms with the most ChFC holders in Rochester

LPL Financial LLC 13MML Investors Services, LLC 4State Farm Investment Management Corp. 4Ameriprise Financial Services, LLC 3Cetera Investment Advisers LLC 2Edward Jones 2Lifemark Securities Corp. 2Arkadios Wealth Advisors 1Belpointe Asset Management LLC 1Commonwealth Financial Network 1Davie Kaplan Wealth Care Advisors, LLC 1Eagle Strategies LLC 1Equitable Advisors, LLC 1Hornor, Townsend & Kent, LLC 1Iconoclastic Capital Management LLC 1

ChFC advisors in other New York cities

All of New York →

New York 108Melville 48Brooklyn 15Pittsford 15Garden City 14Hauppauge 14Buffalo 13Williamsville 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 Rochester, NY?

48 SEC-registered investment adviser representatives at firm offices in Rochester, New York list the ChFC designation; LPL Financial LLC employs the most of them (13).

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 Rochester?

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.