Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Chandler, AZ
Every SEC-registered financial advisor at a firm office in Chandler who lists the Chartered Financial Analyst designation, A to Z.
4 CFA charterholders work in Chandler; the most are at Wlth Capital Management, LLC (2). 1 are also registered broker representatives.
CFA advisors in Chandler, A to Z
Every advisor in Chandler →- David A. HughesDynamic · Certified Financial Planner, Chartered Financial Analyst
- Cean N. Kenefick-RogersWlth Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jacob S. NanceEdward Jones · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Rodney WeeksWlth Capital Management, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Chandler
CFA advisors in other Arizona cities
All of Arizona →Questions
How many CFA financial advisors are in Chandler, AZ?
4 SEC-registered investment adviser representatives at firm offices in Chandler, Arizona list the CFA designation; Wlth Capital Management, LLC 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 Chandler?
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.