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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Philadelphia, PA

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

20 ChFC holders work in Philadelphia; the most are at Wescott Financial Advisory Group LLC (3). 11 are also registered broker representatives.

ChFC advisors in Philadelphia, A to Z

Every advisor in Philadelphia →
  • Franklin B. AustinSustainable Financial Planning · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Shanley R. CampbellContinuum Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Reid I. ChizikWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Michael T. ClatterbuckWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gregory W. Del ColomboCerity Partners Retirement Plan Consultants · Certified Financial Planner, Chartered Financial Consultant
  • Eugene J. EignorNomura Capital Management LLC · Chartered Financial Consultant
  • Timothy F. FerkoWescott Financial Advisory Group LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gerard G. GuertinRoffman Miller Associates Inc. · Chartered Financial Consultant
  • Dina A. HartnettEagle Strategies LLC · Chartered Financial Consultant
  • Jamie P. HopkinsBryn Mawr Trust Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Adam J. KauferPrism Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott H. LevinWescott Financial Advisory Group LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kevin J. LowberState Farm Investment Management Corp. · Chartered Financial Consultant
  • Christopher D. MorelloMycio Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bryan D. RobertsLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joseph RobostelloWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Francesco A. SpezzanoIntegrity Alliance, LLC. · Chartered Financial Consultant
  • Richard J. VolpeWescott Financial Advisory Group LLC · Certified Financial Planner, Chartered Financial Consultant
  • David S. WatersCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lorraine R. ZeplinskiCetera Investment Advisers LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Philadelphia

Wescott Financial Advisory Group LLC 3Cetera Investment Advisers LLC 2Wealth Enhancement Advisory Services, LLC 2Bryn Mawr Trust Advisors, LLC 1Cerity Partners Retirement Plan Consultants 1Continuum Advisory, LLC 1Eagle Strategies LLC 1Integrity Alliance, LLC. 1LPL Financial LLC 1Mycio Wealth Partners, LLC 1Nomura Capital Management LLC 1Prism Financial Group, LLC 1Roffman Miller Associates Inc. 1State Farm Investment Management Corp. 1Sustainable Financial Planning 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42Newtown Square 36Allentown 23Lancaster 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 Philadelphia, PA?

20 SEC-registered investment adviser representatives at firm offices in Philadelphia, Pennsylvania list the ChFC designation; Wescott Financial Advisory Group 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 Philadelphia?

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.