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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lake Forest, CA

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

The short answer

3 CFA charterholders work in Lake Forest; the most are at Berilium (1). 1 are also registered broker representatives.

CFA advisors in Lake Forest, A to Z

Every advisor in Lake Forest →

Firms with the most CFA charterholders in Lake Forest

Berilium 1Endure Capital, LLC 1Mathis Wealth Management 1Prudent Investors 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 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8

Questions

How many CFA financial advisors are in Lake Forest, CA?

3 SEC-registered investment adviser representatives at firm offices in Lake Forest, California list the CFA designation; Berilium 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 Lake Forest?

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.