Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Alpharetta, GA
Every SEC-registered financial advisor at a firm office in Alpharetta who lists the Chartered Financial Analyst designation, A to Z.
22 CFA charterholders work in Alpharetta; the most are at Merit Financial Advisors (6). 3 are also registered broker representatives.
CFA advisors in Alpharetta, A to Z
Every advisor in Alpharetta →- Hugh Albritton IIIAlbritton Capital Management Co. · Chartered Financial Analyst
- Robert AlexandrovicMerit Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Brian AndrewMerit Financial Advisors · Chartered Financial Analyst
- Christopher M. ArmstrongMerit Financial Advisors · Chartered Financial Analyst
- Russell R. AyanVident Asset Management · Chartered Financial Analyst
- Stephen P. DavenportCirca Capital, LLC · Chartered Financial Analyst
- Sean M. DevineBip Wealth, LLC · Chartered Financial Analyst
- Chadd M. EvansOverlay Management, LLC · Chartered Financial Analyst
- Lee W. HollingsworthAmerican Wealth Management, Inc. · Chartered Financial Analyst
- William J. Iredale IIVident Asset Management · Chartered Financial Analyst
- Brendan H. KeelanNew Edge Wealth · Chartered Financial Analyst
- Deborah K. KimeryVident Asset Management · Chartered Financial Analyst
- Jason D. LinaGolden Bell Financial Planning, LLC · Certified Financial Planner, Chartered Financial Analyst
- Zachary MersbergerMerit Financial Advisors · Chartered Financial Analyst
- Madhumitha MuthuvenkataramaniVident Asset Management · Chartered Financial Analyst
- Macarther R. PlumartMrp Capital Investments, LLC · Chartered Financial Analyst
- Brett A. PowerPower Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Travis W. RaishCirca Capital, LLC · Chartered Financial Analyst
- Zachary SadlerCaptrust · Chartered Financial Analyst
- Kimberly SpenceMerit Financial Advisors · Chartered Financial Analyst
- Lane A. SteinbergerCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Austin SummersMerit Financial Advisors · Chartered Financial Analyst
Firms with the most CFA charterholders in Alpharetta
Merit Financial Advisors 6Vident Asset Management 4Circa Capital, LLC 2Albritton Capital Management Co. 1American Wealth Management, Inc. 1Bip Wealth, LLC 1Captrust 1Creative Planning 1Golden Bell Financial Planning, LLC 1Mrp Capital Investments, LLC 1New Edge Wealth 1Overlay Management, LLC 1Power Wealth Management 1Wealth With No Regrets® 1
CFA advisors in other Georgia cities
All of Georgia →Atlanta 246Marietta 13Savannah 9Athens 5Peachtree Corners 5Greensboro 4Augusta 3Chamblee 3Columbus 3Duluth 3Gainesville 3
Questions
How many CFA financial advisors are in Alpharetta, GA?
22 SEC-registered investment adviser representatives at firm offices in Alpharetta, Georgia list the CFA designation; Merit Financial Advisors employs the most of them (6).
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 Alpharetta?
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.