Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Colchester, VT
Every SEC-registered financial advisor at a firm office in Colchester who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Colchester; the most are at Equity Services, Inc. (3). 4 are also registered broker representatives.
ChFC advisors in Colchester, A to Z
Every advisor in Colchester →- Meredith T. AugustoniEquity Services, Inc. · Chartered Financial Consultant
- Jason K. DuboisAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Richard F. FronteraEquity Services, Inc. · Chartered Financial Consultant
- David LewickiEquity Services, Inc. · Chartered Financial Consultant
Firms with the most ChFC holders in Colchester
ChFC advisors in other Vermont cities
All of Vermont →Questions
How many ChFC financial advisors are in Colchester, VT?
4 SEC-registered investment adviser representatives at firm offices in Colchester, Vermont list the ChFC designation; Equity Services, 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 Colchester?
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.