Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Reston, VA
Every SEC-registered financial advisor at a firm office in Reston who lists the Chartered Financial Consultant designation, A to Z.
17 ChFC holders work in Reston; the most are at Park Avenue Securities LLC (6). 12 are also registered broker representatives.
ChFC advisors in Reston, A to Z
Every advisor in Reston →- Sarah M. CatoPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas F. FayStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Rebecca B. HallAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- James M. JosephSentinel Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Chloerissa G. KirwanGrey Kirwan Financial · Certified Financial Planner, Chartered Financial Consultant
- Gustavo LaguardaTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher A. MilliganPark Avenue Securities LLC · Chartered Financial Consultant
- Caroline MorrisPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- David W. Odiorne IIIMason Investment Advisory Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Mary K. Reilly-WillPark Avenue Securities LLC · Chartered Financial Consultant
- William C. Shelton Jr.Park Avenue Securities LLC · Chartered Financial Consultant
- David A. SpikerCapitol Securities Management, Inc. · Chartered Financial Consultant
- Ryan J. StilleCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Mehrdad M. TafazoliIntegrated Financial Solutions, Inc. · Chartered Financial Consultant
- Robert E. Tucker IIIReston Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Robert E. TuckerProfessional Financial Services, Inc. · Chartered Financial Consultant
- David H. WatsonPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Reston
Park Avenue Securities LLC 6Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Capitol Securities Management, Inc. 1Grey Kirwan Financial 1Integrated Financial Solutions, Inc. 1Mason Investment Advisory Services Inc. 1Professional Financial Services, Inc. 1Reston Wealth Management 1Sentinel Wealth Management, Inc. 1Strategic Advisers LLC 1Truist Advisory Services, Inc. 1
ChFC advisors in other Virginia cities
All of Virginia →Richmond 29Virginia Beach 22McLean 18Roanoke 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 Reston, VA?
17 SEC-registered investment adviser representatives at firm offices in Reston, Virginia list the ChFC designation; Park Avenue Securities LLC employs the most of them (6).
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 Reston?
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.