Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Fort Myers, FL
Every SEC-registered financial advisor at a firm office in Fort Myers who lists the Chartered Financial Analyst designation, A to Z.
4 CFA charterholders work in Fort Myers; the most are at Wells Fargo Advisors Financial Network, LLC (2). 2 are also registered broker representatives.
CFA advisors in Fort Myers, A to Z
Every advisor in Fort Myers →- Alfred K. JohnsonGulf Coast Investment Management · Chartered Financial Analyst
- Michael SiefertWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- Trevor R. WhitleyMarquis Wealth Management Group · Certified Financial Planner, Chartered Financial Analyst
- Christopher R. WolfWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Fort Myers
Wells Fargo Advisors Financial Network, LLC 2Gulf Coast Investment Management 1Marquis Wealth Management Group 1
CFA advisors in other Florida cities
All of Florida →Miami 105Tampa 64Naples 43Palm Beach Gardens 37Sarasota 37St. Petersburg 23Boca Raton 22West Palm Beach 21Coral Gables 20Orlando 20Jacksonville 16Jupiter 16Winter Park 15Lake Mary 11Ponte Vedra Beach 10Clearwater 9Fort Lauderdale 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Lakeland 4Miami Beach 4
Questions
How many CFA financial advisors are in Fort Myers, FL?
4 SEC-registered investment adviser representatives at firm offices in Fort Myers, Florida list the CFA designation; Wells Fargo Advisors Financial Network, 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 Fort Myers?
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.