Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Solana Beach, CA
Every SEC-registered financial advisor at a firm office in Solana Beach who lists the Chartered Financial Analyst designation, A to Z.
5 CFA charterholders work in Solana Beach; the most are at Blankinship & Foster, LLC (2). 1 are also registered broker representatives.
CFA advisors in Solana Beach, A to Z
Every advisor in Solana Beach →- Donald O. DempsterDlk Investment Management · Chartered Financial Analyst
- Christopher D. LavineMarstone LLC · Chartered Financial Analyst
- Mengxi M. MaBlankinship & Foster, LLC · Certified Financial Planner, Chartered Financial Analyst
- Mitchell L. MamminiCommonwealth Financial Network · Chartered Financial Analyst
- Maria E. WellsBlankinship & Foster, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Solana Beach
Blankinship & Foster, LLC 2Commonwealth Financial Network 1Dlk Investment Management 1Marstone 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 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 Solana Beach, CA?
5 SEC-registered investment adviser representatives at firm offices in Solana Beach, California list the CFA designation; Blankinship & Foster, 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 Solana 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.