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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Richmond, VA

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

29 ChFC holders work in Richmond; the most are at Osaic Wealth, Inc. (4). 26 are also registered broker representatives.

ChFC advisors in Richmond, A to Z

Every advisor in Richmond →
  • Richard D. AdamsLPL Financial LLC · Chartered Financial Consultant
  • Brooks W. BaltichState Farm Investment Management Corp. · Chartered Financial Consultant
  • Richard L. Beale IVBeale Healy Investment Advisors Inc. · Chartered Financial Consultant
  • Mark BestEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Daniel C. CaffreyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Amy H. ClarkHighstone Group · Certified Financial Planner, Chartered Financial Consultant
  • William H. CoxWealthcare Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan P. DrakeCommonwealth Retirement Investments LLC · Certified Financial Planner, Chartered Financial Consultant
  • Sean T. DuganEdward Jones · Chartered Financial Consultant
  • Karolina EllisCetera Investment Advisers LLC · Chartered Financial Consultant
  • Frederick G. FramDavenport & Company LLC · Certified Financial Planner, Chartered Financial Consultant
  • Glenn D. GreenwoodCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Kenneth P. Gross IIOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey D. HammerHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ronald J. HochsteinHighstone Group · Certified Financial Planner, Chartered Financial Consultant
  • Alton L. Howell Jr.LPL Financial LLC · Chartered Financial Consultant
  • Kenneth C. JonesCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • William J. Lagos Jr.Verus Financial Partners · Certified Financial Planner, Chartered Financial Consultant
  • Divam N. MehtaCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jerald F. Moore Jr.Ameriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William R. Moore IIINorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Linwood A. OrenduffPlanmember Securities Corporation · Chartered Financial Consultant
  • Kristina A. PalangiDavenport & Company LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jason G. PrudenOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mark R. Puccinelli Sr.Osaic Wealth, Inc. · Chartered Financial Consultant
  • Jennifer C. RoseCommonwealth Financial Network · Chartered Financial Consultant
  • Kristen M. SecorOnepoint Bfg Wealth Partners · Chartered Financial Consultant
  • John P. SullivanTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Charles M. Williams Jr.LPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Richmond

Osaic Wealth, Inc. 4Cambridge Investment Research Advisors, Inc. 3LPL Financial LLC 3Davenport & Company LLC 2Edward Jones 2Highstone Group 2Ameriprise Financial Services, LLC 1Beale Healy Investment Advisors Inc. 1Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Commonwealth Retirement Investments LLC 1Hornor, Townsend & Kent, LLC 1Northwestern Mutual Investment Services, LLC 1Onepoint Bfg Wealth Partners 1Planmember Securities Corporation 1

ChFC advisors in other Virginia cities

All of Virginia →

Virginia Beach 22McLean 18Reston 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 Richmond, VA?

29 SEC-registered investment adviser representatives at firm offices in Richmond, Virginia list the ChFC designation; Osaic Wealth, Inc. employs the most of them (4).

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 Richmond?

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.