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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lancaster, PA

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

The short answer

19 ChFC holders work in Lancaster; the most are at Cedar Spring Advisors, LLC (2). 14 are also registered broker representatives.

ChFC advisors in Lancaster, A to Z

Every advisor in Lancaster →
  • Steven F. BellPersonal Wealth Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Garrett R. BogdenState Farm Investment Management Corp. · Chartered Financial Consultant
  • Carol E. BrianHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Louis M. DeeringCommonwealth Financial Network · Chartered Financial Consultant
  • Frank H. DoggerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Samuel G. FeiserHarvest Financial Planning Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Eric S. GroffCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lon K. JuryAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael A. LenickRodgers & Associates · Chartered Financial Consultant
  • Brittany C. LuttrellRodgers & Associates · Chartered Financial Consultant
  • Justin P. McMasterCedar Spring Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert J. RagoCedar Spring Advisors, LLC · Chartered Financial Consultant
  • Robert B. ReynoldsNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Steven T. SellHazlett, Burt & Watson, Inc. · Chartered Financial Consultant
  • David A. SmithOsaic Wealth, Inc. · Chartered Financial Consultant
  • Michael T. StrothersPark Avenue Securities LLC · Chartered Financial Consultant
  • Jeffrey E. SwopeMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Peter N. XeniasExodus Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Matthew G. ZanowiakCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Lancaster

Cedar Spring Advisors, LLC 2Rodgers & Associates 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Exodus Wealth, LLC 1Geneos Wealth Management, Inc. 1Harvest Financial Planning Associates, LLC 1Hazlett, Burt & Watson, Inc. 1Hornor, Townsend & Kent, LLC 1LPL Financial LLC 1Mutual Of Omaha Investor Services, Inc. 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42Newtown Square 36Allentown 23Philadelphia 20Berwyn 18Conshohocken 17Wayne 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 Lancaster, PA?

19 SEC-registered investment adviser representatives at firm offices in Lancaster, Pennsylvania list the ChFC designation; Cedar Spring Advisors, LLC employs the most of them (2).

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 Lancaster?

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.