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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Albuquerque, NM

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

10 CFA charterholders work in Albuquerque; the most are at Hurst Capital Management (2). 1 are also registered broker representatives.

CFA advisors in Albuquerque, A to Z

Every advisor in Albuquerque →
  • Chase M. EgglestonHurst Capital Management · Chartered Financial Analyst
  • Kirk R. HudsonAllworth Financial, L.P. · Chartered Financial Analyst
  • Donald W. HurstHurst Capital Management · Chartered Financial Analyst
  • Saxon T. KnightSkg Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Connie L. LeeLakeridge Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
  • Peter T. LehrmanSandia Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Paul L. MadridMadrid Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Lee E. MunsonPortfolio Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Ryan A. SalmonWells Fargo Clearing Services, LLC · Chartered Financial Analyst
  • Whitney E. SolcherUlrich Investment Consultants · Chartered Financial Analyst

Firms with the most CFA charterholders in Albuquerque

Hurst Capital Management 2Allworth Financial, L.P. 1Lakeridge Wealth Management LLC 1Madrid Wealth Management 1Portfolio Wealth Advisors 1Sandia Wealth Management, LLC 1Skg Capital Advisors, LLC 1Ulrich Investment Consultants 1Wells Fargo Clearing Services, LLC 1

CFA advisors in other New Mexico cities

All of New Mexico →

Santa Fe 10

Questions

How many CFA financial advisors are in Albuquerque, NM?

10 SEC-registered investment adviser representatives at firm offices in Albuquerque, New Mexico list the CFA designation; Hurst Capital Management 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 Albuquerque?

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.