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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Birmingham, AL

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

39 CFA charterholders work in Birmingham; the most are at Waverly Advisors, LLC (14). 6 are also registered broker representatives.

CFA advisors in Birmingham, A to Z

Every advisor in Birmingham →

Firms with the most CFA charterholders in Birmingham

Waverly Advisors, LLC 14Vulcan Value Partners LLC 5Navigate Wealth Management, LLC 3Arlington Partners LLC 2Greybox Investments 2Porter White Investment Advisors, Inc. 2The Welch Group, LLC 2Ameriprise Financial Services, LLC 1Bonaventure Capital, LLC 1Brookline Investments, Inc. 1Krowten Equities 1Lanark Financial, Inc. 1Leavell Investment Management, Inc. 1Navigate 401k, LLC 1Oneascent Capital 1

CFA advisors in other Alabama cities

All of Alabama →

Fairhope 8Homewood 6Montgomery 5Huntsville 3

Questions

How many CFA financial advisors are in Birmingham, AL?

39 SEC-registered investment adviser representatives at firm offices in Birmingham, Alabama list the CFA designation; Waverly Advisors, LLC employs the most of them (14).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Birmingham?

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 CFA 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 CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.