Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in North Carolina

Every SEC-registered financial advisor in North Carolina who lists the Chartered Financial Analyst designation, by city.

279 CFA charterholders work in North Carolina; the most are in Charlotte (127).

Cities in North Carolina with CFA charterholders

Every advisor in North Carolina →

Charlotte 127 Raleigh 38 Chapel Hill 19 Greensboro 14 Durham 9 Asheville 7 Cary 7 Cornelius 7 Winston Salem 7 Winston-Salem 5 Huntersville 4 Wilmington 4 Rocky Mount 3

26 smaller places with one or two CFA charterholders are in the advisor search.

CFA advisors in other states

California New York Texas Florida Pennsylvania Illinois Ohio Massachusetts Michigan Colorado New Jersey Georgia Virginia Washington Minnesota Arizona Connecticut Tennessee Wisconsin Maryland Missouri Oregon Indiana Utah Kansas South Carolina Iowa Kentucky Oklahoma Louisiana New Hampshire Alabama Nebraska Nevada Arkansas Idaho Rhode Island Vermont Mississippi Maine Delaware Montana New Mexico Wyoming Hawaii District of Columbia South Dakota West Virginia North Dakota Alaska

Questions

How many CFA financial advisors are in North Carolina?

279 SEC-registered investment adviser representatives in North Carolina list the CFA designation; the most work in Charlotte (127).

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.

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.