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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Glenview, IL

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

5 CFA charterholders work in Glenview; the most are at Aris Investing (1). 0 are also registered broker representatives.

CFA advisors in Glenview, A to Z

Every advisor in Glenview →
  • Chetan V. DesaiAris Investing · Chartered Financial Analyst
  • John G. FinleyCoyle · Chartered Financial Analyst
  • Mark R. MillerBlueview Investment LLC · Chartered Financial Analyst
  • Swami NathanThreshold Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
  • Joseph D. VuVu Financial Services, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Glenview

Aris Investing 1Blueview Investment LLC 1Coyle 1Threshold Wealth Advisors LLC 1Vu Financial Services, Inc. 1

CFA advisors in other Illinois cities

All of Illinois →

Chicago 389Wheaton 31Naperville 17Rockford 16Downers Grove 14Lake Forest 9Deerfield 8Northfield 8Lombard 7Northbrook 7Winnetka 7Evanston 6Oakbrook Terrace 6Elmhurst 5Glencoe 5Lincolnshire 5Arlington Heights 4Barrington 4Crystal Lake 4Hinsdale 4Oak Brook 4Aurora 3Burr Ridge 3Champaign 3

Questions

How many CFA financial advisors are in Glenview, IL?

5 SEC-registered investment adviser representatives at firm offices in Glenview, Illinois list the CFA designation; Aris Investing 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 Glenview?

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.