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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Allentown, PA

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

23 ChFC holders work in Allentown; the most are at M Holdings Securities, Inc. (3). 20 are also registered broker representatives.

ChFC advisors in Allentown, A to Z

Every advisor in Allentown →
  • Brian D. BobeckM Holdings Securities, Inc. · Chartered Financial Consultant
  • Kathryn M. BrownMorton Brown Family Wealth LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christopher D. ButzCaptrust · Certified Financial Planner, Chartered Financial Consultant
  • Timothy DornerStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kerry D. EricksonErickson Financial Group, LLC · Chartered Financial Consultant
  • Melissa S. GerhardtGlobal Retirement Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • David J. GrubeCetera Investment Advisers LLC · Chartered Financial Consultant
  • David W. HummelMML Investors Services, LLC · Chartered Financial Consultant
  • John J. IannantuonoOsaic Advisory Services, LLC · Chartered Financial Consultant
  • Rachel C. LowerDeep Draft Consulting, LLC · Chartered Financial Consultant
  • Stephen T. MeliAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephanie E. MillerAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • David K. MitchellCentaurus Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael D. MolewskiCaptrust · Chartered Financial Consultant
  • Dennis C. Morton Jr.Morton Brown Family Wealth LLC · Certified Financial Planner, Chartered Financial Consultant
  • David M. OsbornMorgan Stanley · Chartered Financial Consultant
  • Kurt J. PolingWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William E. ReimoldLPL Financial LLC · Chartered Financial Consultant
  • John M. RimmOsaic Wealth, Inc. · Chartered Financial Consultant
  • Gregory P. RussoTruist Advisory Services, Inc. · Chartered Financial Consultant
  • Emrich M. Stellar Jr.Osaic Wealth, Inc. · Chartered Financial Consultant
  • Chris TalpasLPL Financial LLC · Chartered Financial Consultant
  • Donna M. WanamakerM Holdings Securities, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Allentown

M Holdings Securities, Inc. 3Ameriprise Financial Services, LLC 2Captrust 2Deep Draft Consulting, LLC 2LPL Financial LLC 2Morton Brown Family Wealth LLC 2Osaic Wealth, Inc. 2Centaurus Financial, Inc. 1Cetera Investment Advisers LLC 1Erickson Financial Group, LLC 1Global Retirement Partners LLC 1MML Investors Services, LLC 1Morgan Stanley 1Osaic Advisory Services, LLC 1Strategic Advisers LLC 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42Newtown Square 36Lancaster 20Philadelphia 20Berwyn 18Conshohocken 17Wayne 17West Chester 14Doylestown 13Newtown 13Fort Washington 12Horsham 12King Of Prussia 12Bethlehem 11Malvern 9Radnor 9Camp Hill 8Center Valley 8State College 8York 8Bala Cynwyd 7Canonsburg 7Exton 7Harrisburg 7

Questions

How many ChFC financial advisors are in Allentown, PA?

23 SEC-registered investment adviser representatives at firm offices in Allentown, Pennsylvania list the ChFC designation; M Holdings Securities, Inc. 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 Allentown?

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.