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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Longmont, CO

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

The short answer

3 CFA charterholders work in Longmont; the most are at Peak53 Partners, LP (2). 0 are also registered broker representatives.

CFA advisors in Longmont, A to Z

Every advisor in Longmont →

Firms with the most CFA charterholders in Longmont

Peak53 Partners, LP 2Harper Asset Management, 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 4Evergreen 4Golden 4Avon 3Basalt 3Crested Butte 3Englewood 3

Questions

How many CFA financial advisors are in Longmont, CO?

3 SEC-registered investment adviser representatives at firm offices in Longmont, Colorado list the CFA designation; Peak53 Partners, LP 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 Longmont?

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.