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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Metairie, LA

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

The short answer

5 CFA charterholders work in Metairie; the most are at Arkadios Wealth Advisors (1). 2 are also registered broker representatives.

CFA advisors in Metairie, A to Z

Every advisor in Metairie →
  • Bradford M. FelgerStratos Wealth Partners, Ltd. · Chartered Financial Analyst
  • Eric FenlasonArkadios Wealth Advisors · Chartered Financial Analyst
  • Robert L. HeintzPlanning Associates Wealth Management, LLC · Chartered Financial Analyst
  • Gerard A. PlaucheDelta Financial Advisors, L.L.C. · Chartered Financial Analyst
  • William H. ThompsonCrescent Sterling Ltd. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Metairie

Arkadios Wealth Advisors 1Crescent Sterling Ltd. 1Delta Financial Advisors, L.L.C. 1Planning Associates Wealth Management, LLC 1Stratos Wealth Partners, Ltd. 1

CFA advisors in other Louisiana cities

All of Louisiana →

New Orleans 22Mandeville 6Baton Rouge 4Shreveport 4

Questions

How many CFA financial advisors are in Metairie, LA?

5 SEC-registered investment adviser representatives at firm offices in Metairie, Louisiana list the CFA designation; Arkadios Wealth Advisors 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 Metairie?

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.