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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Boise, ID

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

20 CFA charterholders work in Boise; the most are at Figure 8 Investment Strategies LLC (3). 3 are also registered broker representatives.

CFA advisors in Boise, A to Z

Every advisor in Boise →

Firms with the most CFA charterholders in Boise

Figure 8 Investment Strategies LLC 3Clearwater Advisors, LLC 2LPL Financial LLC 2Berkeley, Inc. 1D.A. Davidson & Co. 1Db Fitzpatrick 1Ep Wealth Advisors 1Harmonic Investment Advisors 1Helmstar Wealth Management 1Mountain Pacific Investment Advisers, LLC 1Pacific Value, LLC 1Scratch Capital 1The Caprock Group, LLC 1Tumwater Wealth Management, LLC 1Venturi Private Wealth 1

CFA advisors in other Idaho cities

All of Idaho →

Eagle 3Ketchum 3

Questions

How many CFA financial advisors are in Boise, ID?

20 SEC-registered investment adviser representatives at firm offices in Boise, Idaho list the CFA designation; Figure 8 Investment Strategies 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 Boise?

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.