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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Montana

Every SEC-registered financial advisor in Montana who lists the Chartered Financial Analyst designation, by city.

23 CFA charterholders work in Montana; the most are in Billings (6).

Cities in Montana with CFA charterholders

Every advisor in Montana →

Billings 6Bozeman 5Great Falls 4

6 smaller places with one or two CFA charterholders are in the advisor search.

CFA advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFA financial advisors are in Montana?

23 SEC-registered investment adviser representatives in Montana list the CFA designation; the most work in Billings (6).

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.

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.