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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lynchburg, VA

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

4 ChFC holders work in Lynchburg; the most are at Kenneth Dean Bennett (1). 2 are also registered broker representatives.

ChFC advisors in Lynchburg, A to Z

Every advisor in Lynchburg →

Firms with the most ChFC holders in Lynchburg

Kenneth Dean Bennett 1LPL Financial LLC 1Stonex Advisors Inc. 1Wood Creek Capital Advisors, LLC 1

ChFC advisors in other Virginia cities

All of Virginia →

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

Questions

How many ChFC financial advisors are in Lynchburg, VA?

4 SEC-registered investment adviser representatives at firm offices in Lynchburg, Virginia list the ChFC designation; Kenneth Dean Bennett 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 Lynchburg?

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.