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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Columbia, MD

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

6 CFA charterholders work in Columbia; the most are at Creative Planning (1). 2 are also registered broker representatives.

CFA advisors in Columbia, A to Z

Every advisor in Columbia →

Firms with the most CFA charterholders in Columbia

Creative Planning 1Cwm, LLC 1Emerson Equity LLC 1Hb Wealth 1Raymond James Financial Services Advisors, Inc. 1Wagener-Lee, LLC 1Williams Asset Management 1

CFA advisors in other Maryland cities

All of Maryland →

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

Questions

How many CFA financial advisors are in Columbia, MD?

6 SEC-registered investment adviser representatives at firm offices in Columbia, Maryland list the CFA designation; Creative Planning 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 Columbia?

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.