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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Wheeling, WV

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

4 ChFC holders work in Wheeling; the most are at Founders Financial Alliance, LLC (1). 4 are also registered broker representatives.

ChFC advisors in Wheeling, A to Z

Every advisor in Wheeling →
  • Howard J. BertramWesbanco Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Louis J. Costanzo IIILPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Paul M. JoanouMML Investors Services, LLC · Chartered Financial Consultant
  • Bruce N. TrushelFounders Financial Alliance, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Wheeling

Founders Financial Alliance, LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Wesbanco Securities, Inc. 1

Questions

How many ChFC financial advisors are in Wheeling, WV?

4 SEC-registered investment adviser representatives at firm offices in Wheeling, West Virginia list the ChFC designation; Founders Financial Alliance, LLC 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 Wheeling?

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.