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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Sandy Springs, GA

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

The short answer

3 CFA charterholders work in Sandy Springs; the most are at Hero Asset Management (1). 1 are also registered broker representatives.

CFA advisors in Sandy Springs, A to Z

Every advisor in Sandy Springs →
  • Logan P. MoultonWaterloo Capital · Chartered Financial Analyst
  • Carroll E. Mullis IIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Mark A. NeumanHero Asset Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Sandy Springs

Hero Asset Management 1Intelligent Wealth Solutions LLC 1Raymond James Financial Services Advisors, Inc. 1Waterloo Capital 1

CFA advisors in other Georgia cities

All of Georgia →

Atlanta 245Alpharetta 21Marietta 14Savannah 9Peachtree Corners 6Athens 5Greensboro 4Augusta 3Chamblee 3Columbus 3Duluth 3Gainesville 3

Questions

How many CFA financial advisors are in Sandy Springs, GA?

3 SEC-registered investment adviser representatives at firm offices in Sandy Springs, Georgia list the CFA designation; Hero Asset Management 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 Sandy Springs?

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.