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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Palm Beach Gardens, FL

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

37 CFA charterholders work in Palm Beach Gardens; the most are at Dakota Wealth, LLC (4). 12 are also registered broker representatives.

CFA advisors in Palm Beach Gardens, A to Z

Every advisor in Palm Beach Gardens →

Firms with the most CFA charterholders in Palm Beach Gardens

Dakota Wealth, LLC 4Hood River Capital Management LLC 4Money Concepts Capital Corp. 4Convergence Investment Partners, LLC 3Ballentine Partners 2J.P. Morgan Securities LLC 2Morgan Stanley 2Ameriprise Financial Services, LLC 1Charles Schwab & Co., Inc. 1Eagle Strategies LLC 1Grey Rhodes Advisors, LLC 1Hb Wealth 1Kuyrkendall Capital 1Mariner 1Martin Investment Management, LLC 1

CFA advisors in other Florida cities

All of Florida →

Miami 105Tampa 64Naples 43Sarasota 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 4Miami Beach 4

Questions

How many CFA financial advisors are in Palm Beach Gardens, FL?

37 SEC-registered investment adviser representatives at firm offices in Palm Beach Gardens, Florida list the CFA designation; Dakota Wealth, LLC employs the most of them (4).

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 Palm Beach Gardens?

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.