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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Tempe, AZ

Every SEC-registered financial advisor at a firm office in Tempe who lists the Chartered Financial Analyst designation, A to Z.

5 CFA charterholders work in Tempe; the most are at Intrinsic Wealth Counsel, Inc. (2). 1 are also registered broker representatives.

CFA advisors in Tempe, A to Z

Every advisor in Tempe →
  • Janaye L. CarracedoEnvision Retirement LLC · Chartered Financial Analyst
  • Grady CoolCool Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Daniela U. JonesIntrinsic Wealth Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Daniel N. MansonEdward Jones · Chartered Financial Analyst
  • Cornelius H. Van Zutphen IIIIntrinsic Wealth Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Tempe

Intrinsic Wealth Counsel, Inc. 2Cool Wealth Management 1Edward Jones 1Envision Retirement LLC 1

CFA advisors in other Arizona cities

All of Arizona →

Scottsdale 70Phoenix 40Tucson 13Chandler 4Mesa 4Peoria 3

Questions

How many CFA financial advisors are in Tempe, AZ?

5 SEC-registered investment adviser representatives at firm offices in Tempe, Arizona list the CFA designation; Intrinsic Wealth Counsel, Inc. 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 Tempe?

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.