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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Macungie, PA

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

4 ChFC holders work in Macungie; the most are at Milestone Financial Associates, LLC (3). 1 are also registered broker representatives.

ChFC advisors in Macungie, A to Z

Every advisor in Macungie →
  • Thomas S. BartholomewState Farm Investment Management Corp. · Chartered Financial Consultant
  • David S. CoultMilestone Financial Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeff W. LanscekMilestone Financial Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Justin T. PocciaMilestone Financial Associates, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Macungie

Milestone Financial Associates, LLC 3State Farm Investment Management Corp. 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 12King Of Prussia 12Bethlehem 11Malvern 9Radnor 9Camp Hill 8Center Valley 8State College 8York 8Bala Cynwyd 7Canonsburg 7Exton 7

Questions

How many ChFC financial advisors are in Macungie, PA?

4 SEC-registered investment adviser representatives at firm offices in Macungie, Pennsylvania list the ChFC designation; Milestone Financial Associates, LLC 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 Macungie?

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.