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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Timonium, MD

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

4 CFA charterholders work in Timonium; the most are at Berman McAleer (2). 2 are also registered broker representatives.

CFA advisors in Timonium, A to Z

Every advisor in Timonium →
  • Brian D. CarrollBerman McAleer · Chartered Financial Analyst
  • Brett T. HolmesBerman McAleer · Certified Financial Planner, Chartered Financial Analyst
  • Andrew M. KelenEquity Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Edwin S. KillingerThe L. Warner Companies, Inc. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Timonium

Berman McAleer 2Equity Services, Inc. 1The L. Warner Companies, Inc. 1

CFA advisors in other Maryland cities

All of Maryland →

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

Questions

How many CFA financial advisors are in Timonium, MD?

4 SEC-registered investment adviser representatives at firm offices in Timonium, Maryland list the CFA designation; Berman McAleer 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 Timonium?

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.