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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Baton Rouge, LA

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

4 CFA charterholders work in Baton Rouge; the most are at Advisor.investments (1). 1 are also registered broker representatives.

CFA advisors in Baton Rouge, A to Z

Every advisor in Baton Rouge →
  • David R. McFaddenAdvisor.investments · Chartered Financial Analyst
  • Bradley J. RinaudoRinaudo Capital, LLC · Chartered Financial Analyst
  • Gary M. SmithRaymond James & Associates, Inc. · Chartered Financial Analyst
  • Kerry G. UffmanTwru Private Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst

Firms with the most CFA charterholders in Baton Rouge

Advisor.investments 1Raymond James & Associates, Inc. 1Rinaudo Capital, LLC 1Twru Private Wealth Management, LLC 1

CFA advisors in other Louisiana cities

All of Louisiana →

New Orleans 22Mandeville 6Metairie 5Shreveport 4

Questions

How many CFA financial advisors are in Baton Rouge, LA?

4 SEC-registered investment adviser representatives at firm offices in Baton Rouge, Louisiana list the CFA designation; Advisor.investments 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 Baton Rouge?

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.