Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family Office

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Mandeville, LA

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

6 CFA charterholders work in Mandeville; the most are at Orleans Capital Management Corp. (3). 1 are also registered broker representatives.

CFA advisors in Mandeville, A to Z

Every advisor in Mandeville →

Firms with the most CFA charterholders in Mandeville

Orleans Capital Management Corp. 3Eagle Capital Management, LLC 1Prospera Financial Services, Inc. 1Rice, Voelker, LLC 1

CFA advisors in other Louisiana cities

All of Louisiana →

New Orleans 22Metairie 5Baton Rouge 4Shreveport 4

Questions

How many CFA financial advisors are in Mandeville, LA?

6 SEC-registered investment adviser representatives at firm offices in Mandeville, Louisiana list the CFA designation; Orleans Capital Management Corp. employs the most of them (3).

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 Mandeville?

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.