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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Billings, MT

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

6 CFA charterholders work in Billings; the most are at Investment Management Group (3). 0 are also registered broker representatives.

CFA advisors in Billings, A to Z

Every advisor in Billings →

Firms with the most CFA charterholders in Billings

Investment Management Group 3406 Pm 1Allied Investment Advisors LLC 1Optima Capital Management 1

CFA advisors in other Montana cities

All of Montana →

Bozeman 5Great Falls 4

Questions

How many CFA financial advisors are in Billings, MT?

6 SEC-registered investment adviser representatives at firm offices in Billings, Montana list the CFA designation; Investment Management Group 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 Billings?

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.