Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Doylestown, PA
Every SEC-registered financial advisor at a firm office in Doylestown who lists the Chartered Financial Consultant designation, A to Z.
13 ChFC holders work in Doylestown; the most are at Commonwealth Financial Network (3). 11 are also registered broker representatives.
ChFC advisors in Doylestown, A to Z
Every advisor in Doylestown →- Janet E. BarrettCwm, LLC · Chartered Financial Consultant
- John T. DelvecchioCommonwealth Financial Network · Chartered Financial Consultant
- Kevin J. HabickState Farm Investment Management Corp. · Chartered Financial Consultant
- Christopher J. HackleyCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- William G. JamesKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lawrence J. KellyIndependent Financial Group, LLC · Chartered Financial Consultant
- Edward J. KohlheppKohlhepp Investment Advisors, Ltd. · Chartered Financial Consultant
- Kevin J. NeileyCommonwealth Financial Network · Chartered Financial Consultant
- John F. OrtolfWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- John D. RichardsLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- J Douglas RivaWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David J. ShantzAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Matthew P. WitterSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Doylestown
Commonwealth Financial Network 3Ameriprise Financial Services, LLC 1Cwm, LLC 1Independent Financial Group, LLC 1Kestra Advisory Services, LLC 1Kohlhepp Investment Advisors, Ltd. 1LPL Financial LLC 1Savant Wealth Management 1State Farm Investment Management Corp. 1Wells Fargo Advisors Financial Network, LLC 1Wells Fargo Clearing Services, LLC 1
ChFC advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Berwyn 18Conshohocken 17Wayne 17West Chester 14Newtown 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 Doylestown, PA?
13 SEC-registered investment adviser representatives at firm offices in Doylestown, Pennsylvania list the ChFC designation; Commonwealth Financial Network 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 Doylestown?
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.