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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Vienna, VA

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

The short answer

14 ChFC holders work in Vienna; the most are at Eagle Strategies LLC (3). 12 are also registered broker representatives.

ChFC advisors in Vienna, A to Z

Every advisor in Vienna →
  • Frances A. AriasEagle Strategies LLC · Chartered Financial Consultant
  • Michael P. BurnsCetera Investment Advisers LLC · Chartered Financial Consultant
  • Thomas J. CrafaNavy Federal Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William M. DaleNavy Federal Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Handan GencogluerEagle Strategies LLC · Chartered Financial Consultant
  • Peter W. GoodingAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kathy S. KoEagle Strategies LLC · Chartered Financial Consultant
  • Matthew LanhamAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anders O. LundegardCapitol Private Wealth Group LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert J. McNamaraLPL Enterprise, LLC · Chartered Financial Consultant
  • Adam W. PaffenrothCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard RomeroTd Private Client Wealth LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jay R. SchiffOppenheimer & Co. Inc. · Chartered Financial Consultant
  • Kishore ShahLynx Investment Advisory, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Vienna

Eagle Strategies LLC 3Ameriprise Financial Services, LLC 2Cetera Investment Advisers LLC 2Navy Federal Investment Services, LLC 2Capitol Private Wealth Group LLC 1LPL Enterprise, LLC 1Lynx Investment Advisory, LLC 1Oppenheimer & Co. Inc. 1Td Private Client Wealth LLC 1

ChFC advisors in other Virginia cities

All of Virginia →

Richmond 29Virginia Beach 22McLean 18Reston 17Roanoke 14Fairfax 13Glen Allen 13Midlothian 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 Vienna, VA?

14 SEC-registered investment adviser representatives at firm offices in Vienna, Virginia list the ChFC designation; Eagle Strategies 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 Vienna?

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.