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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Conshohocken, PA

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

The short answer

16 ChFC holders work in Conshohocken; the most are at Hornor, Townsend & Kent, LLC (9). 14 are also registered broker representatives.

ChFC advisors in Conshohocken, A to Z

Every advisor in Conshohocken →
  • Aaron J. ArnoldHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Joseph G. CafisoOn Investment Management Co. · Chartered Financial Consultant
  • David CarlorCitizens Securities, Inc. · Chartered Financial Consultant
  • Michael T. ClatterbuckWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anthony Conde Jr.Hornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Joanna N. CraneyHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Kim M. DavisStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
  • Michael C. DefillipoHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Joseph J. DesipioArin Risk Advisors LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Michael P. GregorHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Robert M. HalliganHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Mark JonesHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Richard J. LiburdiCompass Ion Advisors, LLC · Chartered Financial Consultant
  • Marc J. LowenbergMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jon E. MaitzHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Adam T. ShermanHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Conshohocken

Hornor, Townsend & Kent, LLC 9Arin Risk Advisors LLC 1Citizens Securities, Inc. 1Compass Ion Advisors, LLC 1MML Investors Services, LLC 1On Investment Management Co. 1Stifel, Nicolaus & Company, Incorporated 1Wealth Enhancement Advisory Services, LLC 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Berwyn 18Wayne 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 Conshohocken, PA?

16 SEC-registered investment adviser representatives at firm offices in Conshohocken, Pennsylvania list the ChFC designation; Hornor, Townsend & Kent, LLC employs the most of them (9).

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 Conshohocken?

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.