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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Glen Allen, VA

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

13 ChFC holders work in Glen Allen; the most are at Eagle Strategies LLC (2). 12 are also registered broker representatives.

ChFC advisors in Glen Allen, A to Z

Every advisor in Glen Allen →
  • Edward L. Bayarski Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Patricia B. BranchEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • James I. Finney IIIMML Investors Services, LLC · Chartered Financial Consultant
  • Troy L. FlinnLPL Financial LLC · Chartered Financial Consultant
  • John F. LanierMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
  • Sarah S. MackAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • James B. MartinEagle Strategies LLC · Chartered Financial Consultant
  • Harry D. Matheney IILPL Enterprise, LLC · Chartered Financial Consultant
  • John R. PattersonState Farm Investment Management Corp. · Chartered Financial Consultant
  • James E. SchreiberMML Investors Services, LLC · Chartered Financial Consultant
  • Kimberly N. SimmonsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Mark G. SmithVision Wealth Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Eric D. Van Der HydeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Glen Allen

Eagle Strategies LLC 2LPL Financial LLC 2MML Investors Services, LLC 2State Farm Investment Management Corp. 2Ameriprise Financial Services, LLC 1LPL Enterprise, LLC 1Mutual Of Omaha Investor Services, Inc. 1Raymond James Financial Services Advisors, Inc. 1Vision Wealth Planning, LLC 1

ChFC advisors in other Virginia cities

All of Virginia →

Richmond 29Virginia Beach 22McLean 18Reston 17Roanoke 14Fairfax 13Midlothian 12Vienna 12Alexandria 11Norfolk 10Leesburg 9Newport News 7Herndon 6Williamsburg 6Charlottesville 5Fredericksburg 5Arlington 4Chesapeake 4Falls Church 4Harrisonburg 4Lynchburg 4Manassas 4Springfield 4Waynesboro 4

Questions

How many ChFC financial advisors are in Glen Allen, VA?

13 SEC-registered investment adviser representatives at firm offices in Glen Allen, Virginia list the ChFC designation; Eagle Strategies LLC employs the most of them (2).

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 Glen Allen?

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.