Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Lexington, MA
Every SEC-registered financial advisor at a firm office in Lexington who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Lexington; the most are at Commonwealth Financial Network (1). 1 are also registered broker representatives.
CFA advisors in Lexington, A to Z
Every advisor in Lexington →- Laura PeekeCommonwealth Financial Network · Chartered Financial Analyst
- Ray S. PrasadP2, LLC · Chartered Financial Analyst
- Alan C. SimpsonSimpson Investment Counsel · Chartered Financial Analyst
Firms with the most CFA charterholders in Lexington
Commonwealth Financial Network 1P2, LLC 1Simpson Investment Counsel 1
CFA advisors in other Massachusetts cities
All of Massachusetts →Boston 355Waltham 28Needham 21Wellesley 18North Andover 11Westborough 11Beverly 10Newton 10Cambridge 9Hingham 8Springfield 8Lincoln 7Westwood 7Andover 6Braintree 6Plymouth 6Concord 5Lynnfield 5Winchester 5Woburn 5Dedham 4Manchester 4Natick 4Acton 3
Questions
How many CFA financial advisors are in Lexington, MA?
3 SEC-registered investment adviser representatives at firm offices in Lexington, Massachusetts list the CFA designation; Commonwealth Financial Network employs the most of them (1).
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 Lexington?
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.