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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bangor, ME

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

4 CFA charterholders work in Bangor; the most are at Birchbrook (3). 0 are also registered broker representatives.

CFA advisors in Bangor, A to Z

Every advisor in Bangor →

Firms with the most CFA charterholders in Bangor

Birchbrook 3Means Wealth Management 1

CFA advisors in other Maine cities

All of Maine →

Portland 23

Questions

How many CFA financial advisors are in Bangor, ME?

4 SEC-registered investment adviser representatives at firm offices in Bangor, Maine list the CFA designation; Birchbrook 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 Bangor?

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.