Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Peoria, AZ
Every SEC-registered financial advisor at a firm office in Peoria who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Peoria; the most are at Clarus Wealth Advisors, LLC (1). 0 are also registered broker representatives.
CFA advisors in Peoria, A to Z
Every advisor in Peoria →- Gregory R. BradstreetFarnam Financial · Certified Financial Planner, Chartered Financial Analyst
- Kenneth R. HartleyClarus Wealth Advisors, LLC · Chartered Financial Analyst
- Sargon Y. ZiaCoherent Financial Advisers, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Peoria
Clarus Wealth Advisors, LLC 1Coherent Financial Advisers, LLC 1Farnam Financial 1
CFA advisors in other Arizona cities
All of Arizona →Questions
How many CFA financial advisors are in Peoria, AZ?
3 SEC-registered investment adviser representatives at firm offices in Peoria, Arizona list the CFA designation; Clarus Wealth Advisors, LLC 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 Peoria?
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.