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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lakeland, FL

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

4 CFA charterholders work in Lakeland; the most are at Capstone Wealth Management Corp. (1). 1 are also registered broker representatives.

CFA advisors in Lakeland, A to Z

Every advisor in Lakeland →
  • Isaac B. HartmannLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
  • Lawrence P. MilfordHolistic Finance LLC · Certified Financial Planner, Chartered Financial Analyst
  • Michael E. ScottCore Wealth Advisors, Inc. · Chartered Financial Analyst
  • Jonathan T. StumpCapstone Wealth Management Corp. · Chartered Financial Analyst

Firms with the most CFA charterholders in Lakeland

Capstone Wealth Management Corp. 1Core Wealth Advisors, Inc. 1Holistic Finance LLC 1LPL Financial LLC 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 6Fort Myers 4Miami Beach 4

Questions

How many CFA financial advisors are in Lakeland, FL?

4 SEC-registered investment adviser representatives at firm offices in Lakeland, Florida list the CFA designation; Capstone Wealth Management Corp. 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 Lakeland?

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.