Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Windham, NH
Every SEC-registered financial advisor at a firm office in Windham who lists the Chartered Financial Analyst designation, A to Z.
4 CFA charterholders work in Windham; the most are at Trinexus Capital, LLC (2). 2 are also registered broker representatives.
CFA advisors in Windham, A to Z
Every advisor in Windham →- Bradford S. GreenleafTrinexus Capital, LLC · Chartered Financial Analyst
- David F. LaffertyCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Anthony M. LibertiNeuberger Berman Bd LLC · Chartered Financial Analyst
- Kristina M. NissenTrinexus Capital, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Windham
Trinexus Capital, LLC 2Charles Schwab & Co., Inc. 1Neuberger Berman Bd LLC 1
CFA advisors in other New Hampshire cities
All of New Hampshire →Questions
How many CFA financial advisors are in Windham, NH?
4 SEC-registered investment adviser representatives at firm offices in Windham, New Hampshire list the CFA designation; Trinexus Capital, 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 Windham?
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.