Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Honolulu, HI
Every SEC-registered financial advisor at a firm office in Honolulu who lists the Chartered Financial Analyst designation, A to Z.
13 CFA charterholders work in Honolulu; the most are at C.M.bidwell & Associates Ltd. (1). 6 are also registered broker representatives.
CFA advisors in Honolulu, A to Z
Every advisor in Honolulu →- Grant T. AritaShiraishi Financial Group Advisors · Certified Financial Planner, Chartered Financial Analyst
- Lesley J. BreyL.J. Brey, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Daniel DesouzaMorgan Stanley · Chartered Financial Analyst
- Kelly EngPark Avenue Securities LLC · Chartered Financial Analyst
- Todd D. ErskineKokua Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Calvin T. JonesFirst Foundation Advisors · Chartered Financial Analyst
- Niall M. KilcommonsC.M.bidwell & Associates Ltd. · Chartered Financial Analyst
- Jeffery R. MargolfTangent Financial · Chartered Financial Analyst
- Christine L. MedeirosEagle Strategies LLC · Certified Financial Planner, Chartered Financial Analyst
- Cory M. NakamuraCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- John-David A. NakoEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Derwin K. OsadaLPL Financial LLC · Chartered Financial Analyst
- Brian K. TokuukeThe Rice Partnership, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Honolulu
C.M.bidwell & Associates Ltd. 1Creative Planning 1Eagle Strategies LLC 1Edward Jones 1First Foundation Advisors 1Kokua Capital Management 1L.J. Brey, Inc. 1LPL Financial LLC 1Morgan Stanley 1Park Avenue Securities LLC 1Shiraishi Financial Group Advisors 1Tangent Financial 1The Rice Partnership, LLC 1Wealthjar Investment Advisory, LLC 1
Questions
How many CFA financial advisors are in Honolulu, HI?
13 SEC-registered investment adviser representatives at firm offices in Honolulu, Hawaii list the CFA designation; C.M.bidwell & Associates Ltd. 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 Honolulu?
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.