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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Torrance, CA

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

The short answer

25 CFA charterholders work in Torrance; the most are at Ep Wealth Advisors (20). 2 are also registered broker representatives.

CFA advisors in Torrance, A to Z

Every advisor in Torrance →

Firms with the most CFA charterholders in Torrance

Ep Wealth Advisors 20Cetera Investment Advisers LLC 2Albitz/Miloe And Associates, Inc. 1Alesia Investment Management LLC 1Cw Advisors, LLC 1O'Brien Investment Management, 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 29Beverly 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 8San Jose 8

Questions

How many CFA financial advisors are in Torrance, CA?

25 SEC-registered investment adviser representatives at firm offices in Torrance, California list the CFA designation; Ep Wealth Advisors employs the most of them (20).

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 Torrance?

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.