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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Ada, MI

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

3 CFA charterholders work in Ada; the most are at Calder Financial Group (1). 1 are also registered broker representatives.

CFA advisors in Ada, A to Z

Every advisor in Ada →
  • Andrew H. FabianoCambient Family Office, LLC · Chartered Financial Analyst
  • Daren B. ShavellCalder Financial Group · Chartered Financial Analyst
  • James B. Yent Jr.USA Financial Securities LLC · Chartered Financial Consultant, Chartered Financial Analyst

Firms with the most CFA charterholders in Ada

Calder Financial Group 1Cambient Family Office, LLC 1USA Financial Securities LLC 1

CFA advisors in other Michigan cities

All of Michigan →

Bloomfield Hills 25Grand Rapids 22Birmingham 14Portage 14Southfield 14Troy 12Ann Arbor 10Detroit 7Traverse City 7Holland 5Northville 5Novi 5Plymouth 5Farmington Hills 4Grand Blanc 4Kalamazoo 4Caledonia 3Grosse Pointe Farms 3Rochester 3Royal Oak 3

Questions

How many CFA financial advisors are in Ada, MI?

3 SEC-registered investment adviser representatives at firm offices in Ada, Michigan list the CFA designation; Calder Financial Group 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 Ada?

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.