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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Carmel, IN

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

39 CFA charterholders work in Carmel; the most are at Oxford Financial Group, Ltd. (11). 3 are also registered broker representatives.

CFA advisors in Carmel, A to Z

Every advisor in Carmel →

Firms with the most CFA charterholders in Carmel

Oxford Financial Group, Ltd. 11Goelzer Investment Management 8Winthrop Capital Management 4Capital Client Group, Inc. 3Valeo Financial Advisors, LLC 3Corient 2Aldebaran Capital, LLC 1Archer Investment Corporation 1Focus Partners Wealth, LLC 1Greenleaf Financial Group 1Halter Ferguson Financial Inc. 1Oppenheimer Asset Management 1Peace Of Mind Wealth Management 1Telegraph Equity Partners Limited 1

CFA advisors in other Indiana cities

All of Indiana →

Indianapolis 34Columbus 5Evansville 5Fort Wayne 5Hammond 5Auburn 3

Questions

How many CFA financial advisors are in Carmel, IN?

39 SEC-registered investment adviser representatives at firm offices in Carmel, Indiana list the CFA designation; Oxford Financial Group, Ltd. employs the most of them (11).

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 Carmel?

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.