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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in East Providence, RI

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

6 ChFC holders work in East Providence; the most are at MML Investors Services, LLC (3). 6 are also registered broker representatives.

ChFC advisors in East Providence, A to Z

Every advisor in East Providence →
  • Jeffrey L. AllisonMML Investors Services, LLC · Chartered Financial Consultant
  • Jeffrey J. BrownBrown Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel P. DaltonCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Michael E. GenettiMML Investors Services, LLC · Chartered Financial Consultant
  • John A. LemmeBlue Chip Financial Advisors, LLC · Chartered Financial Consultant
  • James J. RaiolaMML Investors Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in East Providence

MML Investors Services, LLC 3Blue Chip Financial Advisors, LLC 1Brown Advisory Group, LLC 1Cambridge Investment Research Advisors, Inc. 1

ChFC advisors in other Rhode Island cities

All of Rhode Island →

Warwick 12Providence 6Cranston 5East Greenwich 3

Questions

How many ChFC financial advisors are in East Providence, RI?

6 SEC-registered investment adviser representatives at firm offices in East Providence, Rhode Island list the ChFC designation; MML Investors Services, 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 East Providence?

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.