Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Tucson, AZ
Every SEC-registered financial advisor at a firm office in Tucson who lists the Chartered Financial Analyst designation, A to Z.
13 CFA charterholders work in Tucson; the most are at Attessa Capital LLC (2). 2 are also registered broker representatives.
CFA advisors in Tucson, A to Z
Every advisor in Tucson →- Arumayta M. ArguelloSterling Investment Management, LLC · Chartered Financial Analyst
- Christopher J. CampisanoAttessa Capital LLC · Chartered Financial Analyst
- Matthew W. HarrisonAttessa Capital LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey S. HybiakSem Wealth Management · Chartered Financial Analyst
- Robert G. KahlSabino Investment Management, L.L.C. · Chartered Financial Analyst
- Phillip B. KaiserPk Quantitative Investing, LLC · Certified Financial Planner, Chartered Financial Analyst
- John T. KeefeSecure Investment Management, LLC · Chartered Financial Analyst
- Richard E. MundingerRmh Investment Management, LLC · Chartered Financial Analyst
- John H. PayneSterling Investment Management, LLC · Chartered Financial Analyst
- Gordon W. ReynoldsKestra Private Wealth Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- John J. StephensTci Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Samuel T. SwiftTci Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Alan F. WillenbrockAmeriprise Financial Services, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Tucson
Attessa Capital LLC 2Sterling Investment Management, LLC 2Tci Wealth Advisors, Inc. 2Ameriprise Financial Services, LLC 1Kestra Private Wealth Services, LLC 1Pk Quantitative Investing, LLC 1Rmh Investment Management, LLC 1Sabino Investment Management, L.L.C. 1Secure Investment Management, LLC 1Sem Wealth Management 1
CFA advisors in other Arizona cities
All of Arizona →Questions
How many CFA financial advisors are in Tucson, AZ?
13 SEC-registered investment adviser representatives at firm offices in Tucson, Arizona list the CFA designation; Attessa Capital 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 Tucson?
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.