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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Incline Village, NV

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

4 CFA charterholders work in Incline Village; the most are at Sierra Summit Advisors LLC (2). 0 are also registered broker representatives.

CFA advisors in Incline Village, A to Z

Every advisor in Incline Village →

Firms with the most CFA charterholders in Incline Village

Sierra Summit Advisors LLC 2Independent Advisor Alliance, LLC 1Panthera Capital LLC 1

CFA advisors in other Nevada cities

All of Nevada →

Las Vegas 19Reno 14

Questions

How many CFA financial advisors are in Incline Village, NV?

4 SEC-registered investment adviser representatives at firm offices in Incline Village, Nevada list the CFA designation; Sierra Summit Advisors LLC 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 Incline Village?

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.