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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Great Falls, MT

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

The short answer

3 CFA charterholders work in Great Falls; the most are at Davidson Investment Advisors, Inc. (3). 2 are also registered broker representatives.

CFA advisors in Great Falls, A to Z

Every advisor in Great Falls →

Firms with the most CFA charterholders in Great Falls

Davidson Investment Advisors, Inc. 3D.A. Davidson & Co. 2

CFA advisors in other Montana cities

All of Montana →

Billings 6Bozeman 6

Questions

How many CFA financial advisors are in Great Falls, MT?

3 SEC-registered investment adviser representatives at firm offices in Great Falls, Montana list the CFA designation; Davidson Investment Advisors, Inc. 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 Great Falls?

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.