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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Peachtree Corners, GA

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

The short answer

6 CFA charterholders work in Peachtree Corners; the most are at Oxford Chase Advisors LLC (3). 1 are also registered broker representatives.

CFA advisors in Peachtree Corners, A to Z

Every advisor in Peachtree Corners →

Firms with the most CFA charterholders in Peachtree Corners

Oxford Chase Advisors LLC 3Apollon Wealth Management, LLC 1Core Alternative Capital, LLC 1MML Investors Services, LLC 1

CFA advisors in other Georgia cities

All of Georgia →

Atlanta 245Alpharetta 21Marietta 14Savannah 9Athens 5Greensboro 4Augusta 3Chamblee 3Columbus 3Duluth 3Gainesville 3Sandy Springs 3

Questions

How many CFA financial advisors are in Peachtree Corners, GA?

6 SEC-registered investment adviser representatives at firm offices in Peachtree Corners, Georgia list the CFA designation; Oxford Chase Advisors LLC employs the most of them (3).

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 Peachtree Corners?

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.