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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Columbus, GA

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

3 CFA charterholders work in Columbus; the most are at Greatmark Investment Partners, Inc. (2). 0 are also registered broker representatives.

CFA advisors in Columbus, A to Z

Every advisor in Columbus →
  • Jeffrey G. AdamsGreatmark Investment Partners, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Wade H. FowlerGreatmark Investment Partners, Inc. · Chartered Financial Analyst
  • Tyler A. TownsendTownsend Wealth Management · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Columbus

Greatmark Investment Partners, Inc. 2Townsend Wealth Management 1

CFA advisors in other Georgia cities

All of Georgia →

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

Questions

How many CFA financial advisors are in Columbus, GA?

3 SEC-registered investment adviser representatives at firm offices in Columbus, Georgia list the CFA designation; Greatmark Investment Partners, Inc. 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 Columbus?

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.