Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Marietta, GA
Every SEC-registered financial advisor at a firm office in Marietta who lists the Chartered Financial Analyst designation, A to Z.
13 CFA charterholders work in Marietta; the most are at Marietta Wealth Management, LLC (2). 0 are also registered broker representatives.
CFA advisors in Marietta, A to Z
Every advisor in Marietta →- Matthew D. BurtonNarwhal Capital Management · Chartered Financial Analyst
- Thomas J. Carlson8020 Capital LLC · Chartered Financial Analyst
- Benjamin H. CroweMarietta Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kwame J. JamesCaptrust · Chartered Financial Analyst
- Scott L. KellerMarietta Wealth Management, LLC · Chartered Financial Analyst
- Aaron L. KirchoffUnest Advisers, LLC · Chartered Financial Analyst
- Jason P. KnopePaul Manners & Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Edward R. Moore Jr.Bey-Douglas, LLC Investment Counsel · Chartered Financial Analyst
- Benjamin J. NyeNarwhal Capital Management · Chartered Financial Analyst
- Andrew W. PrattWiser Wealth Management, Inc. · Chartered Financial Analyst
- Scott C. RobertsBelvedere Direct Lending Advisors, LLC · Chartered Financial Analyst
- Clayton T. ShiverMaple Capital Management, Inc. · Chartered Financial Analyst
- Mark StancilUnited Capital Financial Advisors · Chartered Financial Analyst
Firms with the most CFA charterholders in Marietta
Marietta Wealth Management, LLC 2Narwhal Capital Management 28020 Capital LLC 1Belvedere Direct Lending Advisors, LLC 1Bey-Douglas, LLC Investment Counsel 1Captrust 1Maple Capital Management, Inc. 1Paul Manners & Associates, Inc. 1Unest Advisers, LLC 1United Capital Financial Advisors 1Wiser Wealth Management, Inc. 1
CFA advisors in other Georgia cities
All of Georgia →Atlanta 246Alpharetta 22Savannah 9Athens 5Peachtree Corners 5Greensboro 4Augusta 3Chamblee 3Columbus 3Duluth 3Gainesville 3
Questions
How many CFA financial advisors are in Marietta, GA?
13 SEC-registered investment adviser representatives at firm offices in Marietta, Georgia list the CFA designation; Marietta Wealth Management, 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 Marietta?
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.