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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Crested Butte, CO

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

3 CFA charterholders work in Crested Butte; the most are at First Look Capital Management, LLC (1). 1 are also registered broker representatives.

CFA advisors in Crested Butte, A to Z

Every advisor in Crested Butte →
  • John R. GarmhausenFirst Look Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Christy A. Kong-EatonRed Lady Capital Management, LLC · Chartered Financial Analyst
  • Forrest M. MurphyInvesco Advisers, Inc. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Crested Butte

First Look Capital Management, LLC 1Invesco Advisers, Inc. 1Red Lady Capital Management, LLC 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Colorado Springs 18Boulder 17Lone Tree 17Littleton 10Fort Collins 9Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Avon 3Basalt 3Castle Rock 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Crested Butte, CO?

3 SEC-registered investment adviser representatives at firm offices in Crested Butte, Colorado list the CFA designation; First Look Capital Management, LLC 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 Crested Butte?

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.