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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lake Mary, FL

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

11 CFA charterholders work in Lake Mary; the most are at Newport Group Consulting, LLC (5). 4 are also registered broker representatives.

CFA advisors in Lake Mary, A to Z

Every advisor in Lake Mary →

Firms with the most CFA charterholders in Lake Mary

Newport Group Consulting, LLC 5Capacuity LLC 4RBC Rochdale, LLC 1Sigma Investment Counselors 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 15Ponte Vedra Beach 10Clearwater 9Fort Lauderdale 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4

Questions

How many CFA financial advisors are in Lake Mary, FL?

11 SEC-registered investment adviser representatives at firm offices in Lake Mary, Florida list the CFA designation; Newport Group Consulting, LLC employs the most of them (5).

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 Lake Mary?

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.