Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Montgomery, AL
Every SEC-registered financial advisor at a firm office in Montgomery who lists the Chartered Financial Analyst designation, A to Z.
5 CFA charterholders work in Montgomery; the most are at Welon Partners (2). 1 are also registered broker representatives.
CFA advisors in Montgomery, A to Z
Every advisor in Montgomery →- Robert J. AllanWelon Partners · Certified Financial Planner, Chartered Financial Analyst
- Mark A. BishopCaptrust · Certified Financial Planner, Chartered Financial Analyst
- Edwin H. JohnsonWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- Adam M. RogersMarble Wealth, LLC · Chartered Financial Analyst
- John E. SteinerWelon Partners · Chartered Financial Analyst
Firms with the most CFA charterholders in Montgomery
Welon Partners 2Captrust 1Marble Wealth, LLC 1Wells Fargo Advisors Financial Network, LLC 1
CFA advisors in other Alabama cities
All of Alabama →Questions
How many CFA financial advisors are in Montgomery, AL?
5 SEC-registered investment adviser representatives at firm offices in Montgomery, Alabama list the CFA designation; Welon Partners employs the most of them (2).
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 Montgomery?
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.