Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Mobile, AL
Every SEC-registered financial advisor at a firm office in Mobile who lists the Chartered Financial Analyst designation, A to Z.
The short answer
3 CFA charterholders work in Mobile; the most are at Leavell Investment Management, Inc. (1). 0 are also registered broker representatives.
CFA advisors in Mobile, A to Z
Every advisor in Mobile →- David P. McGrathOakworth Asset Management, LLC · Chartered Financial Analyst
- Edward B. NorfleetLeavell Investment Management, Inc. · Chartered Financial Analyst
- Selwyn H. Turner IVMitchell, McLeod, Pugh & Williams, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Mobile
Leavell Investment Management, Inc. 1Mitchell, McLeod, Pugh & Williams, Inc. 1Oakworth Asset Management, LLC 1
CFA advisors in other Alabama cities
All of Alabama →Questions
How many CFA financial advisors are in Mobile, AL?
3 SEC-registered investment adviser representatives at firm offices in Mobile, Alabama list the CFA designation; Leavell Investment Management, Inc. employs the most of them (1).
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 Mobile?
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.