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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in West Chester, PA

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

14 ChFC holders work in West Chester; the most are at Wealthcare Advisory Partners LLC (7). 11 are also registered broker representatives.

ChFC advisors in West Chester, A to Z

Every advisor in West Chester →
  • Lynda B. BlessingCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Mark BredinWealthcare Advisory Partners LLC · Chartered Financial Consultant
  • Jesse A. ColganFounders Financial Securities LLC · Chartered Financial Consultant
  • James P. Hayes Jr.Capital Client Group, Inc. · Chartered Financial Consultant
  • Christine P. HenniganHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Joseph P. Kicinski Jr.Edward Jones · Chartered Financial Consultant
  • James P. KniffenWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • Timothy P. LataWealthcare Advisory Partners LLC · Chartered Financial Consultant
  • Todd A. MarottaCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Adil R. MasaniMasani Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Martin W. MinderWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alison E. Pettine WyshockWealthcare Advisory Partners LLC · Chartered Financial Consultant
  • Paul PittmanWealthcare Advisory Partners LLC · Chartered Financial Consultant
  • Christopher T. UrnessWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in West Chester

Wealthcare Advisory Partners LLC 7Cambridge Investment Research Advisors, Inc. 1Capital Client Group, Inc. 1Cetera Investment Advisers LLC 1Edward Jones 1Founders Financial Securities LLC 1Hornor, Townsend & Kent, LLC 1Masani Wealth Management, LLC 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Berwyn 18Conshohocken 17Wayne 17Doylestown 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 West Chester, PA?

14 SEC-registered investment adviser representatives at firm offices in West Chester, Pennsylvania list the ChFC designation; Wealthcare Advisory Partners LLC employs the most of them (7).

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 West Chester?

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.