Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Vermont
Every SEC-registered financial advisor in Vermont who lists the Chartered Financial Consultant designation, by city.
29 ChFC holders work in Vermont; the most are in Montpelier (6).
Cities in Vermont with ChFC holders
Every advisor in Vermont →Montpelier 6Burlington 5Colchester 4South Burlington 3
9 smaller places with one or two ChFC holders are in the advisor search.
ChFC advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many ChFC financial advisors are in Vermont?
29 SEC-registered investment adviser representatives in Vermont list the ChFC designation; the most work in Montpelier (6).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
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.