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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in King Of Prussia, PA

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

The short answer

12 ChFC holders work in King Of Prussia; the most are at LPL Financial LLC (4). 11 are also registered broker representatives.

ChFC advisors in King Of Prussia, A to Z

Every advisor in King Of Prussia →
  • Adam J. BoyerPark Avenue Securities LLC · Chartered Financial Consultant
  • Frank J. CariolaOn Investment Management Co. · Chartered Financial Consultant
  • John P. CollinsTd Private Client Wealth LLC · Chartered Financial Consultant
  • Steven D. EarhartPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Morgane EyraudPark Avenue Securities LLC · Chartered Financial Consultant
  • Issac M. GaoState Farm Investment Management Corp. · Chartered Financial Consultant
  • Alan R. GlasseyLPL Financial LLC · Chartered Financial Consultant
  • James A. GonnasonEthos Financial Group, LLC · Chartered Financial Consultant
  • John E. HornLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • John L. McCrawLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Shane P. SmithLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brian SykesPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in King Of Prussia

LPL Financial LLC 4Park Avenue Securities LLC 4Ethos Financial Group, LLC 1On Investment Management Co. 1State Farm Investment Management Corp. 1Td Private Client Wealth LLC 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 12Bethlehem 11Malvern 9Radnor 9Camp Hill 8Center Valley 8State College 8York 8Bala Cynwyd 7Canonsburg 7Exton 7Harrisburg 7

Questions

How many ChFC financial advisors are in King Of Prussia, PA?

12 SEC-registered investment adviser representatives at firm offices in King Of Prussia, Pennsylvania list the ChFC designation; LPL Financial LLC employs the most of them (4).

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 King Of Prussia?

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.