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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Annapolis, MD

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

8 CFA charterholders work in Annapolis; the most are at Westbourne Investment Advisors Inc. (2). 3 are also registered broker representatives.

CFA advisors in Annapolis, A to Z

Every advisor in Annapolis →
  • Anthony S. ClarkWestbourne Investment Advisors Inc. · Chartered Financial Analyst
  • John D. EbingerModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Amanda N. Hopkins ClouserRcs Financial Planning, LLC · Chartered Financial Analyst
  • Robert J. JohnsonCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Scot E. LabinWestbourne Investment Advisors Inc. · Chartered Financial Analyst
  • Steven A. RiceRBC Capital Markets, LLC · Certified Financial Planner, Chartered Financial Analyst
  • David E. SheimanThe Ellerson Group Inc. · Chartered Financial Analyst
  • Gary S. StringerShelton Capital Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Annapolis

Westbourne Investment Advisors Inc. 2Charles Schwab & Co., Inc. 1Modera Wealth Management, LLC 1RBC Capital Markets, LLC 1Rcs Financial Planning, LLC 1Shelton Capital Management 1The Ellerson Group Inc. 1

CFA advisors in other Maryland cities

All of Maryland →

Bethesda 52Baltimore 40Towson 16Rockville 14Hunt Valley 10Chevy Chase 8Lutherville 7Columbia 6Ellicott City 5Owings Mills 5Potomac 4Timonium 4

Questions

How many CFA financial advisors are in Annapolis, MD?

8 SEC-registered investment adviser representatives at firm offices in Annapolis, Maryland list the CFA designation; Westbourne Investment Advisors Inc. employs the most of them (2).

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 Annapolis?

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.