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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Cranston, RI

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

5 ChFC holders work in Cranston; the most are at Cambridge Investment Research Advisors, Inc. (1). 4 are also registered broker representatives.

ChFC advisors in Cranston, A to Z

Every advisor in Cranston →

Firms with the most ChFC holders in Cranston

Cambridge Investment Research Advisors, Inc. 1Integrated Wealth Concepts LLC 1LPL Financial LLC 1Strategic Advisers LLC 1Summit Financial, LLC 1

ChFC advisors in other Rhode Island cities

All of Rhode Island →

Warwick 12East Providence 6Providence 6East Greenwich 3

Questions

How many ChFC financial advisors are in Cranston, RI?

5 SEC-registered investment adviser representatives at firm offices in Cranston, Rhode Island list the ChFC designation; Cambridge Investment Research Advisors, Inc. 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 Cranston?

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.