Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Duluth, GA
Every SEC-registered financial advisor at a firm office in Duluth who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Duluth; the most are at Cornerstone Management, Inc. (2). 0 are also registered broker representatives.
CFA advisors in Duluth, A to Z
Every advisor in Duluth →- Sam F. EvansEvans Wealth Management · Chartered Financial Analyst
- Samuel W. Richwine IIICornerstone Management, Inc. · Chartered Financial Analyst
- Bryan C. TaylorCornerstone Management, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Duluth
CFA advisors in other Georgia cities
All of Georgia →Atlanta 246Alpharetta 22Marietta 13Savannah 9Athens 5Peachtree Corners 5Greensboro 4Augusta 3Chamblee 3Columbus 3Gainesville 3
Questions
How many CFA financial advisors are in Duluth, GA?
3 SEC-registered investment adviser representatives at firm offices in Duluth, Georgia list the CFA designation; Cornerstone Management, 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 Duluth?
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.