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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lexington, KY

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

7 CFA charterholders work in Lexington; the most are at Meridian Wealth Management, LLC (2). 2 are also registered broker representatives.

CFA advisors in Lexington, A to Z

Every advisor in Lexington →
  • Brycen N. CowardMeridian Wealth Management, LLC · Chartered Financial Analyst
  • Steven J. GiacobbeMcF Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Robert S. KingRobert W. Baird & Co. Incorporated · Chartered Financial Analyst
  • Tyler R. MainousLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
  • William L. MullinsWells Fargo Clearing Services, LLC · Chartered Financial Analyst
  • Mikhail S. PotapovBurl Investment Management, LLC · Chartered Financial Analyst
  • Jason A. TotedoMeridian Wealth Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Lexington

Meridian Wealth Management, LLC 2Burl Investment Management, LLC 1LPL Financial LLC 1McF Advisors, LLC 1Robert W. Baird & Co. Incorporated 1Wells Fargo Clearing Services, LLC 1

CFA advisors in other Kentucky cities

All of Kentucky →

Louisville 37Covington 10

Questions

How many CFA financial advisors are in Lexington, KY?

7 SEC-registered investment adviser representatives at firm offices in Lexington, Kentucky list the CFA designation; Meridian Wealth Management, LLC employs the most of them (2).

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 Lexington?

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.