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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Gaithersburg, MD

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

The short answer

4 CFA charterholders work in Gaithersburg; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFA advisors in Gaithersburg, A to Z

Every advisor in Gaithersburg →
  • Justin E. BaconOwn Your Monday Wealth Management, LLC · Chartered Financial Analyst
  • Mark CorbettEdward Jones · Chartered Financial Analyst
  • Sean M. FlynnPlanvest Financial, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Yu-Huang LeeTransamerica Financial Advisors, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Gaithersburg

Edward Jones 1Own Your Monday Wealth Management, LLC 1Planvest Financial, Inc. 1Transamerica Financial Advisors, LLC 1

CFA advisors in other Maryland cities

All of Maryland →

Bethesda 56Baltimore 46Towson 17Rockville 13Hunt Valley 12Annapolis 7Chevy Chase 7Columbia 7Ellicott City 6Lutherville 6Owings Mills 6Potomac 4Timonium 4Phoenix 3

Questions

How many CFA financial advisors are in Gaithersburg, MD?

4 SEC-registered investment adviser representatives at firm offices in Gaithersburg, Maryland list the CFA designation; Edward Jones 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 Gaithersburg?

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.