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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Wellington, FL

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

The short answer

3 CFA charterholders work in Wellington; the most are at Cambridge Investment Research Advisors, Inc. (1). 3 are also registered broker representatives.

CFA advisors in Wellington, A to Z

Every advisor in Wellington →
  • Gregory F. HagoodSolic Capital Management, LLC · Chartered Financial Analyst
  • Arild HolmCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
  • Corey TillerRockefeller Financial LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Wellington

Cambridge Investment Research Advisors, Inc. 1Rockefeller Capital Management 1Rockefeller Financial LLC 1Solic Capital Management, 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 4Lakeland 4

Questions

How many CFA financial advisors are in Wellington, FL?

3 SEC-registered investment adviser representatives at firm offices in Wellington, Florida list the CFA designation; Cambridge Investment Research Advisors, 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 Wellington?

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.