Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Wayne, PA
Every SEC-registered financial advisor at a firm office in Wayne who lists the Chartered Financial Consultant designation, A to Z.
17 ChFC holders work in Wayne; the most are at Eagle Strategies LLC (3). 12 are also registered broker representatives.
ChFC advisors in Wayne, A to Z
Every advisor in Wayne →- Cara J. ArcherEagle Strategies LLC · Chartered Financial Consultant
- Alexander F. CabotRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Robert Clements Jr.LPL Financial LLC · Chartered Financial Consultant
- Theodore CohnCapital Analysts · Chartered Financial Consultant
- Albert S. DalbyVantage Advisors, LLC · Chartered Financial Consultant
- Matthew S. DevineyCharles Schwab & Co., Inc. · Chartered Financial Consultant
- Stephen J. DiorioState Farm Investment Management Corp. · Chartered Financial Consultant
- Robert G. KaraliusEagle Strategies LLC · Chartered Financial Consultant
- George D. LexQuartz Partners Investment Management · Chartered Financial Consultant
- John M. LoperModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian LynchKathmere Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon C. MayCitizens Securities, Inc. · Chartered Financial Consultant
- Andrew W. PurcellKathmere Capital Management, LLC · Chartered Financial Consultant
- Theresa A. SimsEagle Strategies LLC · Chartered Financial Consultant
- Patrick J. SirayathornAlden Investment Group · Certified Financial Planner, Chartered Financial Consultant
- Jonathan L. TangGreen Trails Wealth LLC · Chartered Financial Consultant
- Ryan S. TomkinsonNations Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Wayne
Eagle Strategies LLC 3Kathmere Capital Management, LLC 2Alden Investment Group 1Capital Analysts 1Charles Schwab & Co., Inc. 1Citizens Securities, Inc. 1Green Trails Wealth LLC 1LPL Financial LLC 1Modera Wealth Management, LLC 1Nations Financial Group, Inc. 1Quartz Partners Investment Management 1Raymond James Financial Services Advisors, Inc. 1State Farm Investment Management Corp. 1Vantage Advisors, LLC 1
ChFC advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Berwyn 18Conshohocken 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 Wayne, PA?
17 SEC-registered investment adviser representatives at firm offices in Wayne, Pennsylvania list the ChFC designation; Eagle Strategies 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 Wayne?
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.