Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Irwin, PA

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

3 ChFC holders work in Irwin; the most are at LPL Financial LLC (1). 3 are also registered broker representatives.

ChFC advisors in Irwin, A to Z

Every advisor in Irwin →

Gregory A. PhillipsLPL Financial LLC · Chartered Financial Consultant
Robert W. Shangraw Jr.MML Investors Services, LLC · Chartered Financial Consultant
Brian S. WinfieldState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Irwin

LPL Financial LLC 1 MML Investors Services, LLC 1 State Farm Investment Management Corp. 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42 Newtown Square 36 Allentown 23 Lancaster 20 Philadelphia 20 Berwyn 18 Conshohocken 17 Wayne 17 West Chester 14 Doylestown 13 Newtown 13 Fort Washington 12 Horsham 12 King Of Prussia 12 Bethlehem 11 Malvern 9 Radnor 9 Camp Hill 8 Center Valley 8 State College 8 York 8 Bala Cynwyd 7 Canonsburg 7 Exton 7

Questions

How many ChFC financial advisors are in Irwin, PA?

3 SEC-registered investment adviser representatives at firm offices in Irwin, Pennsylvania list the ChFC designation; LPL Financial LLC employs the most of them (1).

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 Irwin?

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.