Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Williamsburg, VA
Every SEC-registered financial advisor at a firm office in Williamsburg who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Williamsburg; the most are at Edward Jones (2). 4 are also registered broker representatives.
ChFC advisors in Williamsburg, A to Z
Every advisor in Williamsburg →- Jason M. BlanchardEdward Jones · Chartered Financial Consultant
- Joseph B. FilkoNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Tracey L. HarrisState Farm Investment Management Corp. · Chartered Financial Consultant
- Harold H. PhilipsenTenzing Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Antonija P. SimpsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth M. TurnerUnited Wealth Management, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Williamsburg
Edward Jones 2Northwestern Mutual Investment Services, LLC 1State Farm Investment Management Corp. 1Tenzing Financial LLC 1United Wealth Management, 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 6Charlottesville 5Fredericksburg 5Arlington 4Chesapeake 4Falls Church 4Harrisonburg 4Lynchburg 4Manassas 4Springfield 4Waynesboro 4
Questions
How many ChFC financial advisors are in Williamsburg, VA?
6 SEC-registered investment adviser representatives at firm offices in Williamsburg, Virginia list the ChFC designation; Edward Jones employs the most of them (2).
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 Williamsburg?
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.