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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Gainesville, GA

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

3 CFA charterholders work in Gainesville; the most are at Willis Investment Counsel Inc. (2). 0 are also registered broker representatives.

CFA advisors in Gainesville, A to Z

Every advisor in Gainesville →

Firms with the most CFA charterholders in Gainesville

Willis Investment Counsel Inc. 2Jt Stratford, LLC 1

CFA advisors in other Georgia cities

All of Georgia →

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

Questions

How many CFA financial advisors are in Gainesville, GA?

3 SEC-registered investment adviser representatives at firm offices in Gainesville, Georgia list the CFA designation; Willis Investment Counsel 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 Gainesville?

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.