Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Ridgeland, MS
Every SEC-registered financial advisor at a firm office in Ridgeland who lists the Chartered Financial Analyst designation, A to Z.
10 CFA charterholders work in Ridgeland; the most are at New Perspectives, Inc. (2). 4 are also registered broker representatives.
CFA advisors in Ridgeland, A to Z
Every advisor in Ridgeland →- Nancy L. AndersonNew Perspectives, Inc. · Chartered Financial Analyst
- Arthur FinkelbergRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Richard K. LawrenceWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Douglas P. MuenzenmayWaverly Advisors, LLC · Chartered Financial Analyst
- Maxwell H. NeelyStephens · Chartered Financial Analyst
- Ryan C. SmeltzerBalefire, LLC · Chartered Financial Analyst
- Frank W. Smith IIISmith Shellnut Wilson · Chartered Financial Analyst
- Joshua R. TaffNew Perspectives, Inc. · Chartered Financial Analyst
- Matthew ThompsonSmith Shellnut Wilson · Chartered Financial Analyst
- David L. WatsonAdvocacy Wealth Management, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Ridgeland
New Perspectives, Inc. 2Smith Shellnut Wilson 2Advocacy Wealth Management, LLC 1Balefire, LLC 1Raymond James & Associates, Inc. 1Stephens 1Waverly Advisors, LLC 1Wells Fargo Clearing Services, LLC 1
CFA advisors in other Mississippi cities
All of Mississippi →Questions
How many CFA financial advisors are in Ridgeland, MS?
10 SEC-registered investment adviser representatives at firm offices in Ridgeland, Mississippi list the CFA designation; New Perspectives, Inc. employs the most of them (2).
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 Ridgeland?
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.