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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Auburn, IN

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

The short answer

3 CFA charterholders work in Auburn; the most are at Cx Institutional, LLC (3). 0 are also registered broker representatives.

CFA advisors in Auburn, A to Z

Every advisor in Auburn →
  • Edison ByzykaCx Institutional, LLC · Chartered Financial Analyst
  • Scott McCandlessCx Institutional, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Alisha M. NorrisCx Institutional, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Auburn

Cx Institutional, LLC 3

CFA advisors in other Indiana cities

All of Indiana →

Carmel 39Indianapolis 34Columbus 5Evansville 5Fort Wayne 5Hammond 5

Questions

How many CFA financial advisors are in Auburn, IN?

3 SEC-registered investment adviser representatives at firm offices in Auburn, Indiana list the CFA designation; Cx Institutional, 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 Auburn?

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.