Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Fort Washington, PA
Every SEC-registered financial advisor at a firm office in Fort Washington who lists the Chartered Financial Consultant designation, A to Z.
12 ChFC holders work in Fort Washington; the most are at Lincoln Investment (8). 10 are also registered broker representatives.
ChFC advisors in Fort Washington, A to Z
Every advisor in Fort Washington →- Kennon J. BelisleLincoln Investment · Certified Financial Planner, Chartered Financial Consultant
- Casey R. CaldwellLincoln Investment · Chartered Financial Consultant
- Theodore CohnLincoln Investment · Chartered Financial Consultant
- Sean DebarberieThrive Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric B. FeltMML Investors Services, LLC · Chartered Financial Consultant
- Andrew H. LeyensCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Kevin P. Mc NairLincoln Investment · Chartered Financial Consultant
- Glenn D. MeyerWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert A. MillerLincoln Investment · Chartered Financial Consultant
- Marc J. MunginLincoln Investment · Chartered Financial Consultant
- John M. NataleLincoln Investment · Chartered Financial Consultant
- Larry F. SokolowLincoln Investment · Chartered Financial Consultant
Firms with the most ChFC holders in Fort Washington
Lincoln Investment 8Cambridge Investment Research Advisors, Inc. 1MML Investors Services, LLC 1Thrive Capital Management, LLC 1Wealth Enhancement Advisory Services, LLC 1
ChFC advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Berwyn 18Conshohocken 17Wayne 17West Chester 14Doylestown 13Newtown 13Horsham 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 Fort Washington, PA?
12 SEC-registered investment adviser representatives at firm offices in Fort Washington, Pennsylvania list the ChFC designation; Lincoln Investment employs the most of them (8).
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 Fort Washington?
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.