Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Wyomissing, PA
Every SEC-registered financial advisor at a firm office in Wyomissing who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in Wyomissing; the most are at Cetera Investment Advisers LLC (1). 5 are also registered broker representatives.
ChFC advisors in Wyomissing, A to Z
Every advisor in Wyomissing →- Raymond ButterworthOsaic Wealth, Inc. · Chartered Financial Consultant
- Dean E. FoxCetera Investment Advisers LLC · Chartered Financial Consultant
- Susan E. HallValmark Advisers, Inc. · Chartered Financial Consultant
- Jonathan D. MoyerPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sydney D. SchaefferLPL Financial LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Wyomissing
Cetera Investment Advisers LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Principal Securities, Inc. 1Valmark Advisers, Inc. 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 8State College 8York 8Bala Cynwyd 7Canonsburg 7Exton 7
Questions
How many ChFC financial advisors are in Wyomissing, PA?
5 SEC-registered investment adviser representatives at firm offices in Wyomissing, Pennsylvania list the ChFC designation; Cetera Investment Advisers LLC employs the most of them (1).
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 Wyomissing?
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.