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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Hampton, NH

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

4 CFA charterholders work in Hampton; the most are at Commonwealth Financial Network (1). 3 are also registered broker representatives.

CFA advisors in Hampton, A to Z

Every advisor in Hampton →

Firms with the most CFA charterholders in Hampton

Commonwealth Financial Network 1Cove Private Wealth, LLC 1LPL Financial LLC 1UBS Financial Services Inc. 1

CFA advisors in other New Hampshire cities

All of New Hampshire →

Portsmouth 16Hanover 5Manchester 5Hollis 4Rye 4Windham 4

Questions

How many CFA financial advisors are in Hampton, NH?

4 SEC-registered investment adviser representatives at firm offices in Hampton, New Hampshire list the CFA designation; Commonwealth Financial Network employs the most of them (1).

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 Hampton?

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.