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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Newtown Square, PA

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

36 ChFC holders work in Newtown Square; the most are at MML Investors Services, LLC (31). 33 are also registered broker representatives.

ChFC advisors in Newtown Square, A to Z

Every advisor in Newtown Square →

Firms with the most ChFC holders in Newtown Square

MML Investors Services, LLC 31Concentus Wealth Advisors 3Almanack Investment Partners 1Ameriprise Financial Services, LLC 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42Allentown 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 7Harrisburg 7

Questions

How many ChFC financial advisors are in Newtown Square, PA?

36 SEC-registered investment adviser representatives at firm offices in Newtown Square, Pennsylvania list the ChFC designation; MML Investors Services, LLC employs the most of them (31).

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 Square?

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.