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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Greensboro, GA

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

4 CFA charterholders work in Greensboro; the most are at Assetgrade, LLC (1). 0 are also registered broker representatives.

CFA advisors in Greensboro, A to Z

Every advisor in Greensboro →
  • James W. HankinsonHankinson Wealth Advisors LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
  • William P. Jones JrCaptrust · Chartered Financial Analyst
  • Susan L. PowersAssetgrade, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Paul A. RadomskiRenaissance Investment Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Greensboro

Assetgrade, LLC 1Captrust 1Hankinson Wealth Advisors LLC 1Renaissance Investment Management 1

CFA advisors in other Georgia cities

All of Georgia →

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

Questions

How many CFA financial advisors are in Greensboro, GA?

4 SEC-registered investment adviser representatives at firm offices in Greensboro, Georgia list the CFA designation; Assetgrade, LLC 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 Greensboro?

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.