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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Towson, MD

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

16 CFA charterholders work in Towson; the most are at Cerity Partners LLC (4). 1 are also registered broker representatives.

CFA advisors in Towson, A to Z

Every advisor in Towson →

Firms with the most CFA charterholders in Towson

Cerity Partners LLC 4Greenspring Advisors, LLC 3Bolton Investment 2Founders Financial Securities LLC 2Hb Wealth 2Miller Value Partners, LLC 1R.G. Associates, Inc. 1Wms Partners, LLC 1

CFA advisors in other Maryland cities

All of Maryland →

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

Questions

How many CFA financial advisors are in Towson, MD?

16 SEC-registered investment adviser representatives at firm offices in Towson, Maryland list the CFA designation; Cerity Partners LLC 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 Towson?

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.