Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Long Beach, CA
Every SEC-registered financial advisor at a firm office in Long Beach who lists the Chartered Financial Analyst designation, A to Z.
6 CFA charterholders work in Long Beach; the most are at Edward Jones (1). 3 are also registered broker representatives.
CFA advisors in Long Beach, A to Z
Every advisor in Long Beach →- Derrick J. AmeyJohn Hancock Investment Management LLC · Chartered Financial Analyst
- Darin W. BemisLederer & Associates Investment Counsel · Chartered Financial Analyst
- Sofian HaikalEdward Jones · Chartered Financial Analyst
- David A. KochHalbert Hargrove · Certified Financial Planner, Chartered Financial Analyst
- Michael MaisLPL Financial LLC · Chartered Financial Analyst
- Jonathan S. WimbishKensington Investment Counsel · Chartered Financial Analyst
Firms with the most CFA charterholders in Long Beach
Edward Jones 1Halbert Hargrove 1John Hancock Investment Management LLC 1Kensington Investment Counsel 1LPL Financial LLC 1Lederer & Associates Investment Counsel 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 Long Beach, CA?
6 SEC-registered investment adviser representatives at firm offices in Long Beach, California list the CFA designation; Edward Jones 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 Long Beach?
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.