Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in State College, PA
Every SEC-registered financial advisor at a firm office in State College who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in State College; the most are at MML Investors Services, LLC (2). 8 are also registered broker representatives.
ChFC advisors in State College, A to Z
Every advisor in State College →- Kyle E. ButerbaughMML Investors Services, LLC · Chartered Financial Consultant
- Matthew R. GaulEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Debra P. GuerreroHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Doreen L. KolenoVicus Capital, Inc. · Chartered Financial Consultant
- Judy L. LoyNestlerode & Loy, Inc. · Chartered Financial Consultant
- Scott A. MartinMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Glenn H. WilliamsVicus Capital, Inc. · Chartered Financial Consultant
- Lan YangState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in State College
MML Investors Services, LLC 2Vicus Capital, Inc. 2Edward Jones 1Hornor, Townsend & Kent, LLC 1Nestlerode & Loy, 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 13Newtown 13Fort Washington 12Horsham 12King Of Prussia 12Bethlehem 11Malvern 9Radnor 9Camp Hill 8Center Valley 8York 8Bala Cynwyd 7Canonsburg 7Exton 7Harrisburg 7
Questions
How many ChFC financial advisors are in State College, PA?
8 SEC-registered investment adviser representatives at firm offices in State College, Pennsylvania list the ChFC designation; MML Investors Services, 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 State College?
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.