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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Hollis, NH

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

4 CFA charterholders work in Hollis; the most are at Lumbard & Kellner, LLC (3). 0 are also registered broker representatives.

CFA advisors in Hollis, A to Z

Every advisor in Hollis →

Firms with the most CFA charterholders in Hollis

Lumbard & Kellner, LLC 3Total Clarity Wealth Management, Inc. 1

CFA advisors in other New Hampshire cities

All of New Hampshire →

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

Questions

How many CFA financial advisors are in Hollis, NH?

4 SEC-registered investment adviser representatives at firm offices in Hollis, New Hampshire list the CFA designation; Lumbard & Kellner, LLC 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 Hollis?

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.