Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Lutherville, MD
Every SEC-registered financial advisor at a firm office in Lutherville who lists the Chartered Financial Analyst designation, A to Z.
The short answer
6 CFA charterholders work in Lutherville; the most are at Corbyn Investment Management Inc. (4). 0 are also registered broker representatives.
CFA advisors in Lutherville, A to Z
Every advisor in Lutherville →- Charles V. CarlsonCorbyn Investment Management Inc. · Chartered Financial Analyst
- Michael J. FustingCorbyn Investment Management Inc. · Chartered Financial Analyst
- Matthew P. GoetteBlack Diamond Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael A. GoodmanCorbyn Investment Management Inc. · Chartered Financial Analyst
- William F. KauffmanParamount Investments, LLC · Chartered Financial Analyst
- George A. TruppiCorbyn Investment Management Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Lutherville
Corbyn Investment Management Inc. 4Black Diamond Financial, LLC 1Paramount Investments, LLC 1
CFA advisors in other Maryland cities
All of Maryland →Bethesda 52Baltimore 40Towson 16Rockville 14Hunt Valley 10Annapolis 8Chevy Chase 8Columbia 6Ellicott City 5Owings Mills 5Potomac 4Timonium 4
Questions
How many CFA financial advisors are in Lutherville, MD?
6 SEC-registered investment adviser representatives at firm offices in Lutherville, Maryland list the CFA designation; Corbyn Investment Management Inc. employs the most of them (4).
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 Lutherville?
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.