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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Evansville, IN

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

5 CFA charterholders work in Evansville; the most are at 1834 Investment Advisors Co. (1). 0 are also registered broker representatives.

CFA advisors in Evansville, A to Z

Every advisor in Evansville →

Firms with the most CFA charterholders in Evansville

1834 Investment Advisors Co. 1Donaldson Capital Management LLC 1Kcpag Financial Advisors LLC 1Lever Wealth Management 1Mulberry Capital Management 1

CFA advisors in other Indiana cities

All of Indiana →

Carmel 39Indianapolis 34Columbus 5Fort Wayne 5Hammond 5Auburn 3

Questions

How many CFA financial advisors are in Evansville, IN?

5 SEC-registered investment adviser representatives at firm offices in Evansville, Indiana list the CFA designation; 1834 Investment Advisors Co. 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 Evansville?

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.