Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in North Andover, MA
Every SEC-registered financial advisor at a firm office in North Andover who lists the Chartered Financial Analyst designation, A to Z.
11 CFA charterholders work in North Andover; the most are at Hightower Advisors, LLC (3). 2 are also registered broker representatives.
CFA advisors in North Andover, A to Z
Every advisor in North Andover →- Scott BrownHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Wei ChenRootson Capital LLC · Chartered Financial Analyst
- Brian S. GlickFocus Partners Wealth, LLC · Chartered Financial Analyst
- John HamHightower Advisors, LLC · Chartered Financial Analyst
- Theo D. KalantzakosHightower Advisors, LLC · Chartered Financial Analyst
- George J. KimballNeedham Advisory Corporation · Chartered Financial Analyst
- Robert T. LeonardSimpson Investment Counsel · Chartered Financial Analyst
- Robert E. PickettNorthern Capital Securities Corporation · Chartered Financial Analyst
- Robert M. SkloffFrench And Skloff Investment Advisors, LLC · Chartered Financial Analyst
- Jason D. StuckNorthern Capital Securities Corporation · Chartered Financial Analyst
- Christopher J. WildeFocus Partners Wealth, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in North Andover
Hightower Advisors, LLC 3Focus Partners Wealth, LLC 2Northern Capital Securities Corporation 2French And Skloff Investment Advisors, LLC 1Needham Advisory Corporation 1Rootson Capital LLC 1Simpson Investment Counsel 1
CFA advisors in other Massachusetts cities
All of Massachusetts →Boston 355Waltham 28Needham 21Wellesley 18Westborough 11Beverly 10Newton 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 North Andover, MA?
11 SEC-registered investment adviser representatives at firm offices in North Andover, Massachusetts list the CFA designation; Hightower Advisors, LLC 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 North Andover?
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.