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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Augusta, GA

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

3 CFA charterholders work in Augusta; the most are at Asset Advisors (1). 1 are also registered broker representatives.

CFA advisors in Augusta, A to Z

Every advisor in Augusta →

Firms with the most CFA charterholders in Augusta

Asset Advisors 1Charles Schwab & Co., Inc. 1Wynn Capital 1

CFA advisors in other Georgia cities

All of Georgia →

Atlanta 246Alpharetta 22Marietta 13Savannah 9Athens 5Peachtree Corners 5Greensboro 4Chamblee 3Columbus 3Duluth 3Gainesville 3

Questions

How many CFA financial advisors are in Augusta, GA?

3 SEC-registered investment adviser representatives at firm offices in Augusta, Georgia list the CFA designation; Asset Advisors 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 Augusta?

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.