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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Morgantown, WV

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

The short answer

3 ChFC holders work in Morgantown; the most are at Edward Jones (1). 3 are also registered broker representatives.

ChFC advisors in Morgantown, A to Z

Every advisor in Morgantown →
  • John G. BonassoPark Avenue Securities LLC · Chartered Financial Consultant
  • Brian C. KurcabaEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Lauren E. YohmanState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Morgantown

Edward Jones 1Park Avenue Securities LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other West Virginia cities

All of West Virginia →

Wheeling 4

Questions

How many ChFC financial advisors are in Morgantown, WV?

3 SEC-registered investment adviser representatives at firm offices in Morgantown, West Virginia list the ChFC designation; Edward Jones employs the most of them (1).

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 Morgantown?

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.