Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Williamsville, NY
Every SEC-registered financial advisor at a firm office in Williamsville who lists the Chartered Financial Consultant designation, A to Z.
13 ChFC holders work in Williamsville; the most are at Ameriprise Financial Services, LLC (4). 12 are also registered broker representatives.
ChFC advisors in Williamsville, A to Z
Every advisor in Williamsville →- Raymond A. CarterWny Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert F. Fahey Jr.LPL Financial LLC · Chartered Financial Consultant
- Abbey GwinCountryside Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael G. LurzAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Anthony V. MancusoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David M. ManganoKestra Advisory Services, LLC · Chartered Financial Consultant
- Joshua T. McCarthyEagle Strategies LLC · Chartered Financial Consultant
- Gregory G. OguichAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Mark J. SchnobrichNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- James J. TyrpakCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Daniel J. WilkinsonAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Gary L. WittenVoya Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kenneth C. WohlbergLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Williamsville
Ameriprise Financial Services, LLC 4Cambridge Investment Research Advisors, Inc. 1Countryside Financial LLC 1Eagle Strategies LLC 1Kestra Advisory Services, LLC 1LPL Enterprise, LLC 1LPL Financial LLC 1Northwestern Mutual Investment Services, LLC 1Voya Financial Advisors, Inc. 1Wny Asset Management, LLC 1
ChFC advisors in other New York cities
All of New York →New York 108Melville 48Rochester 48Brooklyn 15Pittsford 15Garden City 14Hauppauge 14Buffalo 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 Williamsville, NY?
13 SEC-registered investment adviser representatives at firm offices in Williamsville, New York list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (4).
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 Williamsville?
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.