Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Newtown, PA
Every SEC-registered financial advisor at a firm office in Newtown who lists the Chartered Financial Consultant designation, A to Z.
13 ChFC holders work in Newtown; the most are at Cambridge Investment Research Advisors, Inc. (4). 8 are also registered broker representatives.
ChFC advisors in Newtown, A to Z
Every advisor in Newtown →- Raul A. CalleCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Anthony J. CarrinoRoble, Belko And Company, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Louis C. Fancher III46 Peaks Investment Advisory Group · Certified Financial Planner, Chartered Financial Consultant
- Kristian H. LehnerKestra Advisory Services, LLC · Chartered Financial Consultant
- James D. LewersBrick & Kyle Associates Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. LymanCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Timothy P. MalarkeyLri Investments · Chartered Financial Consultant
- Robert S. MorrisState Farm Investment Management Corp. · Chartered Financial Consultant
- Isidore R. OgoussanCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Anthony PetsisOsaic Wealth, Inc. · Chartered Financial Consultant
- Jennifer A. SchaeferHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Michael J. SedamCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- James WongInsight Advisors, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Newtown
Cambridge Investment Research Advisors, Inc. 446 Peaks Investment Advisory Group 1Anthony Petsis & Associates Inc. 1Brick & Kyle Associates Inc. 1Hornor, Townsend & Kent, LLC 1Insight Advisors, LLC 1Kestra Advisory Services, LLC 1Lri Investments 1Osaic Wealth, Inc. 1Roble, Belko And Company, Inc. 1State 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 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 Newtown, PA?
13 SEC-registered investment adviser representatives at firm offices in Newtown, Pennsylvania list the ChFC designation; Cambridge Investment Research Advisors, Inc. 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 Newtown?
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.