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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Ocala, FL

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

3 CFA charterholders work in Ocala; the most are at Calton & Associates, Inc. (1). 0 are also registered broker representatives.

CFA advisors in Ocala, A to Z

Every advisor in Ocala →
  • Jonathan D. DavisOne Day Wealth Management · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Patrick J. McManusCalton & Associates, Inc. · Chartered Financial Analyst
  • William G. ReedGolden Reed Wealth Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Ocala

Calton & Associates, Inc. 1Golden Reed Wealth Management, LLC 1One Day Wealth Management 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 4Lakeland 4

Questions

How many CFA financial advisors are in Ocala, FL?

3 SEC-registered investment adviser representatives at firm offices in Ocala, Florida list the CFA designation; Calton & Associates, Inc. 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 Ocala?

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.