Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Bethlehem, PA
Every SEC-registered financial advisor at a firm office in Bethlehem who lists the Chartered Financial Consultant designation, A to Z.
11 ChFC holders work in Bethlehem; the most are at Commonwealth Financial Network (2). 9 are also registered broker representatives.
ChFC advisors in Bethlehem, A to Z
Every advisor in Bethlehem →- Robert G. BemTruist Advisory Services, Inc. · Chartered Financial Consultant
- Timothy D. BrionState Farm Investment Management Corp. · Chartered Financial Consultant
- Robert H. BrownCommonwealth Financial Network · Chartered Financial Consultant
- Larry A. ChapelState Farm Investment Management Corp. · Chartered Financial Consultant
- Chad A. ErcegCommonwealth Financial Network · Chartered Financial Consultant
- Marilee A. FalcoCw Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tiffany A. GilbertCornerstone Advisors Asset Management, LLC · Chartered Financial Consultant
- Allen S. HamiltonLiberty Square Wealth Partners LLC · Chartered Financial Consultant
- Scott M. HeessMeridian Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Peter B. MarmarasVicus Capital, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew F. WarnerMML Investors Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Bethlehem
Commonwealth Financial Network 2State Farm Investment Management Corp. 2Cornerstone Advisors Asset Management, LLC 1Cw Advisors, LLC 1Liberty Square Wealth Partners LLC 1MML Investors Services, LLC 1Meridian Asset Management, LLC 1Truist Advisory Services, Inc. 1Vicus Capital, 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 12Malvern 9Radnor 9Camp Hill 8Center Valley 8State College 8York 8Bala Cynwyd 7Canonsburg 7Exton 7Harrisburg 7
Questions
How many ChFC financial advisors are in Bethlehem, PA?
11 SEC-registered investment adviser representatives at firm offices in Bethlehem, Pennsylvania list the ChFC designation; Commonwealth Financial Network employs the most of them (2).
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 Bethlehem?
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.