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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Covington, KY

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

The short answer

9 CFA charterholders work in Covington; the most are at Renaissance Investment Management (6). 0 are also registered broker representatives.

CFA advisors in Covington, A to Z

Every advisor in Covington →

Firms with the most CFA charterholders in Covington

Renaissance Investment Management 6Journey Advisory Group, LLC 2Legacy Financial Advisors, Inc. 1

CFA advisors in other Kentucky cities

All of Kentucky →

Louisville 34Lexington 9

Questions

How many CFA financial advisors are in Covington, KY?

9 SEC-registered investment adviser representatives at firm offices in Covington, Kentucky list the CFA designation; Renaissance Investment Management employs the most of them (6).

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 Covington?

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.