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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Las Vegas, NV

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

19 CFA charterholders work in Las Vegas; the most are at Simplify Asset Management Inc. (2). 6 are also registered broker representatives.

CFA advisors in Las Vegas, A to Z

Every advisor in Las Vegas →
  • Yale BockYh&C Investments Inc. · Chartered Financial Analyst
  • Jasmine ChenIma Advisory Services, Inc. · Chartered Financial Analyst
  • Steven M. DelarosaChickasaw Capital Management, LLC · Chartered Financial Analyst
  • Eric W. HousselsHoussels Capital Management, LLC · Chartered Financial Analyst
  • Borislava I. IvanovaSimplify Asset Management Inc. · Chartered Financial Analyst
  • Justin B. JohnsonLPL Financial LLC · Chartered Financial Analyst
  • Patrick J. KeatingPatrick J. Keating Investment Management, LLC · Chartered Financial Analyst
  • Paul S. KimSimplify Asset Management Inc. · Chartered Financial Analyst
  • Brett M. MyerSequoia Financial Group, L.L.C. · Chartered Financial Analyst
  • David I. OcegueraKeystate Advisory, LLC · Chartered Financial Analyst
  • James R. PetersTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Brooks J. RardenGilpin Wealth Management LLC · Chartered Financial Analyst
  • Thomas S. SchinabeckMdt Advisers, A Division Of Federated Mdta LLC · Chartered Financial Analyst
  • David B. ScottAffinity Investment Advisors, LLC · Chartered Financial Analyst
  • Josephus L. TeurlingsMonocot Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • James H. ThomasAxos Invest, Inc. · Chartered Financial Analyst
  • Miguel A. VazquezMav Wealth, LLC · Chartered Financial Analyst
  • Bradford J. YamadaArgos Wealth Advisors LLC · Chartered Financial Analyst
  • Raymond L. YinMML Investors Services, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Las Vegas

Simplify Asset Management Inc. 2Affinity Investment Advisors, LLC 1Argos Wealth Advisors LLC 1Axos Invest, Inc. 1Chickasaw Capital Management, LLC 1Federated Global Investment Management Corp. 1Federated Investment Counseling 1Federated Securities Corp. 1Gilpin Wealth Management LLC 1Houssels Capital Management, LLC 1Ima Advisory Services, Inc. 1Keystate Advisory, LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Mav Wealth, LLC 1

CFA advisors in other Nevada cities

All of Nevada →

Reno 14Incline Village 4

Questions

How many CFA financial advisors are in Las Vegas, NV?

19 SEC-registered investment adviser representatives at firm offices in Las Vegas, Nevada list the CFA designation; Simplify Asset Management 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 Las Vegas?

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.