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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Evergreen, CO

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

The short answer

4 CFA charterholders work in Evergreen; the most are at Arax Advisory Partners (1). 2 are also registered broker representatives.

CFA advisors in Evergreen, A to Z

Every advisor in Evergreen →
  • Brad HansonStrategic Advisers LLC · Chartered Financial Analyst
  • Randolph A. HuitingRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Marc H. McClureConvexbeta Investments, LLC · Chartered Financial Analyst
  • Ryan P. StuartArax Advisory Partners · Chartered Financial Analyst

Firms with the most CFA charterholders in Evergreen

Arax Advisory Partners 1Convexbeta Investments, LLC 1Raymond James Financial Services Advisors, Inc. 1Strategic Advisers LLC 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 161Greenwood Village 48Lone Tree 24Colorado Springs 19Boulder 18Fort Collins 10Littleton 10Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Castle Rock 4Golden 4Avon 3Basalt 3Crested Butte 3Englewood 3Longmont 3

Questions

How many CFA financial advisors are in Evergreen, CO?

4 SEC-registered investment adviser representatives at firm offices in Evergreen, Colorado list the CFA designation; Arax Advisory Partners 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 Evergreen?

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.