Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Berwyn, PA
Every SEC-registered financial advisor at a firm office in Berwyn who lists the Chartered Financial Consultant designation, A to Z.
18 ChFC holders work in Berwyn; the most are at Great Valley Advisor Group, LLC (6). 13 are also registered broker representatives.
ChFC advisors in Berwyn, A to Z
Every advisor in Berwyn →- Scott D. BantzGreat Valley Advisor Group, LLC · Chartered Financial Consultant
- Bryan P. BennerCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Francis D. Burke Jr.M Holdings Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan J. DavisGreat Valley Advisor Group, LLC · Chartered Financial Consultant
- Michael B. EnglundGreat Valley Advisor Group, LLC · Chartered Financial Consultant
- Timothy E. FlatleySterling Investment Advisors Ltd. · Chartered Financial Consultant
- Frank B. Hanna Jr.Arkadios Wealth Advisors · Chartered Financial Consultant
- Bray A. HanselSterling Investment Advisors Ltd. · Certified Financial Planner, Chartered Financial Consultant
- Seth C. HansvickGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shane M. JohnsonM Holdings Securities, Inc. · Chartered Financial Consultant
- Michael E. MarcianoCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael A. NewmanEllis Investment Partners, LLC · Chartered Financial Consultant
- Woodward T. OdiorneEllis Investment Partners, LLC · Chartered Financial Consultant
- Kirk S. OkumuraApella Wealth · Chartered Financial Consultant
- Brian J. SamecGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrea S. SchriefferGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- William G. StanleyStanley-Laman Group Ltd. · Chartered Financial Consultant
- Justin WentzTrinity Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Berwyn
Great Valley Advisor Group, LLC 6Ellis Investment Partners, LLC 2M Holdings Securities, Inc. 2Sterling Investment Advisors Ltd. 2Apella Wealth 1Arkadios Wealth Advisors 1Cambridge Investment Research Advisors, Inc. 1Commonwealth Financial Network 1Stanley-Laman Group Ltd. 1Trinity Wealth Management, LLC 1
ChFC advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Conshohocken 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 Berwyn, PA?
18 SEC-registered investment adviser representatives at firm offices in Berwyn, Pennsylvania list the ChFC designation; Great Valley Advisor Group, LLC employs the most of them (6).
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 Berwyn?
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.