Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Ketchum, ID
Every SEC-registered financial advisor at a firm office in Ketchum who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Ketchum; the most are at American Capital Advisory, LLC (1). 1 are also registered broker representatives.
CFA advisors in Ketchum, A to Z
Every advisor in Ketchum →- Mark BucknallStifel, Nicolaus & Company, Incorporated · Chartered Financial Analyst
- John L. GilliganRobertson Stephens · Chartered Financial Analyst
- Matthew R. McNealAmerican Capital Advisory, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Ketchum
American Capital Advisory, LLC 1Robertson Stephens 1Stifel, Nicolaus & Company, Incorporated 1
CFA advisors in other Idaho cities
All of Idaho →Questions
How many CFA financial advisors are in Ketchum, ID?
3 SEC-registered investment adviser representatives at firm offices in Ketchum, Idaho list the CFA designation; American Capital Advisory, 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 Ketchum?
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.