Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in McLean, VA
Every SEC-registered financial advisor at a firm office in McLean who lists the Chartered Financial Consultant designation, A to Z.
The short answer
17 ChFC holders work in McLean; the most are at Global Retirement Partners LLC (3). 11 are also registered broker representatives.
ChFC advisors in McLean, A to Z
Every advisor in McLean →- Craig J. BedenMML Investors Services, LLC · Chartered Financial Consultant
- Salma M. ChaudryFlorin Group, LLC · Chartered Financial Consultant
- Steven W. DormanGlobal Retirement Partners LLC · Chartered Financial Consultant
- Kathleen E. DuffyApella Wealth · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey D. HamblenGlobal Retirement Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason R. HemeonArgo Wealth Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric D. HessAlpha Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Norman R. Jones Jr.MML Investors Services, LLC · Chartered Financial Consultant
- Jonathan R. KurtzCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas R. LeveroneGlobal Retirement Partners LLC · Chartered Financial Consultant
- Jeffrey R. LippmanCapitol Financial Consultants, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard E. Mikszan Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
- Pamela B. MurphyMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Thomas H. PhillipsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Konstantin RusinWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tracy K. ShenFlorin Group, LLC · Chartered Financial Consultant
- Francis R. SuretteMML Investors Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in McLean
Global Retirement Partners LLC 3MML Investors Services, LLC 3Cetera Investment Advisers LLC 2Florin Group, LLC 2Alpha Financial Advisors, LLC 1Apella Wealth 1Argo Wealth Advisory, LLC 1Capitol Financial Consultants, Inc. 1Morgan Stanley 1State Farm Investment Management Corp. 1Wells Fargo Clearing Services, LLC 1
ChFC advisors in other Virginia cities
All of Virginia →Richmond 29Virginia Beach 22Reston 17Roanoke 14Fairfax 13Glen Allen 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 McLean, VA?
17 SEC-registered investment adviser representatives at firm offices in McLean, Virginia list the ChFC designation; Global Retirement Partners LLC 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 McLean?
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.