Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Leesburg, VA
Every SEC-registered financial advisor at a firm office in Leesburg who lists the Chartered Financial Consultant designation, A to Z.
9 ChFC holders work in Leesburg; the most are at Cary Street Partners (1). 5 are also registered broker representatives.
ChFC advisors in Leesburg, A to Z
Every advisor in Leesburg →- Geoffrey H. CoggerCary Street Partners · Certified Financial Planner, Chartered Financial Consultant
- Robert G. Davidson Jr.Independent Financial Group, LLC · Chartered Financial Consultant
- Matthew D. DemartinoLPL Enterprise, LLC · Chartered Financial Consultant
- Timothy A. DurayState Farm Investment Management Corp. · Chartered Financial Consultant
- Marie Goforth AlbarianCentaurus Financial, Inc. · Chartered Financial Consultant
- Arthur H. McGonigal Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Eric A. NorbergEan Equity Financial Services LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin OneilKo Financial · Chartered Financial Consultant
- Bradley T. PiescoMagpie Consulting LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Leesburg
Cary Street Partners 1Centaurus Financial, Inc. 1Ean Equity Financial Services LLC 1Independent Financial Group, LLC 1Ko Financial 1LPL Enterprise, LLC 1Magpie Consulting LLC 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1
ChFC advisors in other Virginia cities
All of Virginia →Richmond 29Virginia Beach 22McLean 18Reston 17Roanoke 14Fairfax 13Glen Allen 13Midlothian 12Vienna 12Alexandria 11Norfolk 10Newport News 7Herndon 6Williamsburg 6Charlottesville 5Fredericksburg 5Arlington 4Chesapeake 4Falls Church 4Harrisonburg 4Lynchburg 4Manassas 4Springfield 4Waynesboro 4
Questions
How many ChFC financial advisors are in Leesburg, VA?
9 SEC-registered investment adviser representatives at firm offices in Leesburg, Virginia list the ChFC designation; Cary Street Partners employs the most of them (1).
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 Leesburg?
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.