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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Savannah, GA

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

The short answer

9 CFA charterholders work in Savannah; the most are at The Fiduciary Group (4). 2 are also registered broker representatives.

CFA advisors in Savannah, A to Z

Every advisor in Savannah →

Firms with the most CFA charterholders in Savannah

The Fiduciary Group 4First City Capital Management Inc. 2Stifel, Nicolaus & Company, Incorporated 1Truist Advisory Services, Inc. 1Vdb Wealth 1

CFA advisors in other Georgia cities

All of Georgia →

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

Questions

How many CFA financial advisors are in Savannah, GA?

9 SEC-registered investment adviser representatives at firm offices in Savannah, Georgia list the CFA designation; The Fiduciary Group employs the most of them (4).

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 Savannah?

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.