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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Eagle, ID

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

The short answer

3 CFA charterholders work in Eagle; the most are at Basecamp Wealth Advisors, LLC (1). 1 are also registered broker representatives.

CFA advisors in Eagle, A to Z

Every advisor in Eagle →
  • Nicholas F. LemusSummit Wealth And Retirement Partners · Certified Financial Planner, Chartered Financial Analyst
  • Joseph N. Levesque IIIBasecamp Wealth Advisors, LLC · Chartered Financial Analyst
  • Jonathan C. SullivanContinuum Advisory, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Eagle

Basecamp Wealth Advisors, LLC 1Continuum Advisory, LLC 1Summit Wealth And Retirement Partners 1

CFA advisors in other Idaho cities

All of Idaho →

Boise 22Ketchum 3

Questions

How many CFA financial advisors are in Eagle, ID?

3 SEC-registered investment adviser representatives at firm offices in Eagle, Idaho list the CFA designation; Basecamp Wealth Advisors, LLC 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 Eagle?

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.