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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bala Cynwyd, PA

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

7 ChFC holders work in Bala Cynwyd; the most are at Equitable Advisors, LLC (3). 6 are also registered broker representatives.

ChFC advisors in Bala Cynwyd, A to Z

Every advisor in Bala Cynwyd →

Firms with the most ChFC holders in Bala Cynwyd

Equitable Advisors, LLC 3Capital Analysts 1Cetera Investment Advisers LLC 1Chapin, Davis 1Odyssey Capital Advisors Inc. 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Berwyn 18Conshohocken 17Wayne 17West Chester 14Doylestown 13Newtown 13Fort Washington 12Horsham 12King Of Prussia 12Bethlehem 11Malvern 9Radnor 9Camp Hill 8Center Valley 8State College 8York 8Canonsburg 7Exton 7Harrisburg 7

Questions

How many ChFC financial advisors are in Bala Cynwyd, PA?

7 SEC-registered investment adviser representatives at firm offices in Bala Cynwyd, Pennsylvania list the ChFC designation; Equitable Advisors, 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 Bala Cynwyd?

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.