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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Chamblee, GA

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

3 CFA charterholders work in Chamblee; the most are at Verisail Partners, LLC (2). 0 are also registered broker representatives.

CFA advisors in Chamblee, A to Z

Every advisor in Chamblee →
  • Thaddeus J. GilliamVerisail Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Brent S. MorrisonZuma Capital Management, LLC · Chartered Financial Analyst
  • Scott R. VoigtVerisail Partners, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Chamblee

Verisail Partners, LLC 2Zuma Capital Management, LLC 1

CFA advisors in other Georgia cities

All of Georgia →

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

Questions

How many CFA financial advisors are in Chamblee, GA?

3 SEC-registered investment adviser representatives at firm offices in Chamblee, Georgia list the CFA designation; Verisail Partners, LLC employs the most of them (2).

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 Chamblee?

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.