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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Rogers, AR

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

4 CFA charterholders work in Rogers; the most are at Legacy Capital Wealth Partners, LLC (2). 3 are also registered broker representatives.

CFA advisors in Rogers, A to Z

Every advisor in Rogers →

Firms with the most CFA charterholders in Rogers

Legacy Capital Wealth Partners, LLC 2Krueger Asset Management, LLC 1World Investment Advisors, LLC 1

CFA advisors in other Arkansas cities

All of Arkansas →

Little Rock 25Fayetteville 5North Little Rock 4

Questions

How many CFA financial advisors are in Rogers, AR?

4 SEC-registered investment adviser representatives at firm offices in Rogers, Arkansas list the CFA designation; Legacy Capital Wealth Partners, 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 Rogers?

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.