Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Manhattan Beach, CA
Every SEC-registered financial advisor at a firm office in Manhattan Beach who lists the Chartered Financial Analyst designation, A to Z.
6 CFA charterholders work in Manhattan Beach; the most are at Monograph Wealth Advisors, LLC (3). 0 are also registered broker representatives.
CFA advisors in Manhattan Beach, A to Z
Every advisor in Manhattan Beach →- Joseph H. ChrismanMonograph Wealth Advisors, LLC · Chartered Financial Analyst
- Yves-Marc CourtinesBoundless Advice LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey J. MuhleFinancial Planning Concepts, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Jacob J. SaroyanExeter Investment Management · Chartered Financial Analyst
- Sean M. ShannonMonograph Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Alexander J. YaftaliMonograph Wealth Advisors, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Manhattan Beach
Monograph Wealth Advisors, LLC 3Boundless Advice LLC 1Exeter Investment Management 1Financial Planning Concepts, Inc. 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 Manhattan Beach, CA?
6 SEC-registered investment adviser representatives at firm offices in Manhattan Beach, California list the CFA designation; Monograph Wealth Advisors, 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 Manhattan 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.