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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Owings Mills, MD

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

5 CFA charterholders work in Owings Mills; the most are at Prosperity - An Eisneramper Company (3). 3 are also registered broker representatives.

CFA advisors in Owings Mills, A to Z

Every advisor in Owings Mills →
  • Craig M. GrossT. Rowe Price Advisory Services, Inc. · Chartered Financial Analyst
  • Brian W. KatzProsperity - An Eisneramper Company · Chartered Financial Analyst
  • Eric V. LeProsperity - An Eisneramper Company · Chartered Financial Analyst
  • Sean ReitenbachProsperity - An Eisneramper Company · Chartered Financial Analyst
  • George R. ToulsonGlass Jacobson Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Owings Mills

Prosperity - An Eisneramper Company 3Glass Jacobson Wealth Advisors 1T. Rowe Price Advisory Services, Inc. 1

CFA advisors in other Maryland cities

All of Maryland →

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

Questions

How many CFA financial advisors are in Owings Mills, MD?

5 SEC-registered investment adviser representatives at firm offices in Owings Mills, Maryland list the CFA designation; Prosperity - An Eisneramper Company 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 Owings Mills?

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.