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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in York, PA

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

8 ChFC holders work in York; the most are at Janney Montgomery Scott LLC (2). 7 are also registered broker representatives.

ChFC advisors in York, A to Z

Every advisor in York →
  • Ryan S. ApplebyLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gregory A. BiancoCetera Investment Advisers LLC · Chartered Financial Consultant
  • Denny L. BrenemanLPL Financial LLC · Chartered Financial Consultant
  • Wade CornettMacro Advisors, Inc. · Chartered Financial Consultant
  • Mary C. HeltzelStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
  • Tyler L. LermanJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel E. McGarry Jr.Northwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Kevin J. SmithJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in York

Janney Montgomery Scott LLC 2LPL Financial LLC 2Cetera Investment Advisers LLC 1Macro Advisors, Inc. 1Northwestern Mutual Investment Services, LLC 1Stifel, Nicolaus & Company, Incorporated 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 8Bala Cynwyd 7Canonsburg 7Exton 7Harrisburg 7

Questions

How many ChFC financial advisors are in York, PA?

8 SEC-registered investment adviser representatives at firm offices in York, Pennsylvania list the ChFC designation; Janney Montgomery Scott 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 York?

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.