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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Beverly Hills, CA

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

21 CFA charterholders work in Beverly Hills; the most are at Elyxium Wealth LLC (3). 11 are also registered broker representatives.

CFA advisors in Beverly Hills, A to Z

Every advisor in Beverly Hills →

Firms with the most CFA charterholders in Beverly Hills

Elyxium Wealth LLC 3RBC Rochdale, LLC 3Citigroup Global Markets Inc. 2Joel R. Mogy Investment Counsel Inc. 2Beverly Hills Private Wealth, LLC 1Compound Planning, Inc. 1Eliot Finkel Investment Counsel, LLC 1Lewis Capital Management 1Morgan Stanley 1RBC Capital Markets, LLC 1RBC Securities, Inc. 1Raymond James & Associates, Inc. 1Svb Wealth 1UBS Financial Services Inc. 1Wells Fargo Advisors Financial Network, LLC 1

CFA advisors in other California cities

All of California →

San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Foster City 32Walnut Creek 29Torrance 24San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8

Questions

How many CFA financial advisors are in Beverly Hills, CA?

21 SEC-registered investment adviser representatives at firm offices in Beverly Hills, California list the CFA designation; Elyxium Wealth LLC employs the most of them (3).

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 Beverly Hills?

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.