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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Smithfield, RI

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

The short answer

3 ChFC holders work in Smithfield; the most are at Wealth Management Resources, Inc. (3). 1 are also registered broker representatives.

ChFC advisors in Smithfield, A to Z

Every advisor in Smithfield →
  • Arthur C. EverlyWealth Management Resources, Inc. · Chartered Financial Consultant
  • Scott G. EverlyWealth Management Resources, Inc. · Chartered Financial Consultant
  • Jeremy A. LawtonWealth Management Resources, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Smithfield

Wealth Management Resources, Inc. 3

ChFC advisors in other Rhode Island cities

All of Rhode Island →

Warwick 13East Providence 6Providence 6Cranston 5East Greenwich 3

Questions

How many ChFC financial advisors are in Smithfield, RI?

3 SEC-registered investment adviser representatives at firm offices in Smithfield, Rhode Island list the ChFC designation; Wealth Management Resources, Inc. 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 Smithfield?

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.