Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Homewood, AL
Every SEC-registered financial advisor at a firm office in Homewood who lists the Chartered Financial Analyst designation, A to Z.
6 CFA charterholders work in Homewood; the most are at Captrust (4). 1 are also registered broker representatives.
CFA advisors in Homewood, A to Z
Every advisor in Homewood →- William H. Aycock IIIPark Place Capital Corporation · Chartered Financial Analyst
- Jason S. HawkinsPark Place Capital Corporation · Chartered Financial Analyst
- Donald F. LutomskiCaptrust · Chartered Financial Analyst
- John P. MaloneyCaptrust · Chartered Financial Analyst
- James W. UnderwoodCaptrust · Chartered Financial Analyst
- Beau K. WilliamsCaptrust · Chartered Financial Analyst
Firms with the most CFA charterholders in Homewood
CFA advisors in other Alabama cities
All of Alabama →Questions
How many CFA financial advisors are in Homewood, AL?
6 SEC-registered investment adviser representatives at firm offices in Homewood, Alabama list the CFA designation; Captrust employs the most of them (4).
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 Homewood?
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.