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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lombard, IL

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

7 CFA charterholders work in Lombard; the most are at Forum Financial Management, LP (5). 0 are also registered broker representatives.

CFA advisors in Lombard, A to Z

Every advisor in Lombard →
  • Nirav R. BataviaForum Financial Management, LP · Chartered Financial Analyst
  • Eric CervantesInvestment Consulting Services, LLC · Chartered Financial Analyst
  • Steven J. MinturnForum Financial Management, LP · Chartered Financial Analyst
  • Colin P. PlunkettHunter Capital Management · Chartered Financial Analyst
  • Judith M. RossettiForum Financial Management, LP · Chartered Financial Analyst
  • Seth M. StammlerForum Financial Management, LP · Certified Financial Planner, Chartered Financial Analyst
  • John W. ViresForum Financial Management, LP · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Lombard

Forum Financial Management, LP 5Hunter Capital Management 1Investment Consulting Services, LLC 1

CFA advisors in other Illinois cities

All of Illinois →

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

Questions

How many CFA financial advisors are in Lombard, IL?

7 SEC-registered investment adviser representatives at firm offices in Lombard, Illinois list the CFA designation; Forum Financial Management, LP employs the most of them (5).

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 Lombard?

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.