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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in New Orleans, LA

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

The short answer

22 CFA charterholders work in New Orleans; the most are at Hancock Whitney Investment Services Inc. (5). 2 are also registered broker representatives.

CFA advisors in New Orleans, A to Z

Every advisor in New Orleans →

Firms with the most CFA charterholders in New Orleans

Hancock Whitney Investment Services Inc. 5Newedge Advisors 3Deane Retirement Strategies, Inc. 2Booth-Laird Capital Management, LLC 1Captrust 1Dumaine Investments LLC 1Emeth Value Capital, LLC 1Freegulliver, LLC 1Greenwood Investors LLC 1J.P. Morgan Securities LLC 1Ridge Road Wealth Management, LLC 1St. Denis J. Villere & Co., LLC 1Stokes Family Office LLC 1Thirtynorth Investments, LLC 1Waters, Parkerson & Co., LLC 1

CFA advisors in other Louisiana cities

All of Louisiana →

Mandeville 6Metairie 5Baton Rouge 4Shreveport 4

Questions

How many CFA financial advisors are in New Orleans, LA?

22 SEC-registered investment adviser representatives at firm offices in New Orleans, Louisiana list the CFA designation; Hancock Whitney Investment Services Inc. employs the most of them (5).

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 New Orleans?

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.