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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Beverly, MA

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

The short answer

10 CFA charterholders work in Beverly; the most are at Ipswich Investment Management Company, Inc. (4). 1 are also registered broker representatives.

CFA advisors in Beverly, A to Z

Every advisor in Beverly →

Firms with the most CFA charterholders in Beverly

Ipswich Investment Management Company, Inc. 4Park State Asset Management LLC 2Bluedoor Private Wealth, LLC 1Edward Jones 1Nu Paradigm Investment Partners L.L.C. 1Queenvest 1

CFA advisors in other Massachusetts cities

All of Massachusetts →

Boston 355Waltham 28Needham 21Wellesley 18North Andover 11Westborough 11Newton 10Cambridge 9Hingham 8Springfield 8Lincoln 7Westwood 7Andover 6Braintree 6Plymouth 6Concord 5Lynnfield 5Winchester 5Woburn 5Dedham 4Manchester 4Natick 4Acton 3Bolton 3

Questions

How many CFA financial advisors are in Beverly, MA?

10 SEC-registered investment adviser representatives at firm offices in Beverly, Massachusetts list the CFA designation; Ipswich Investment Management Company, 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 Beverly?

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.