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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Asheville, NC

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

The short answer

6 CFA charterholders work in Asheville; the most are at Modera Wealth Management, LLC (2). 1 are also registered broker representatives.

CFA advisors in Asheville, A to Z

Every advisor in Asheville →
  • Travis L. BoyerModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Sarah D. DergarabedianModera Wealth Management, LLC · Chartered Financial Analyst
  • Jonathan GossensMercer Global Advisors Inc. · Chartered Financial Analyst
  • Joseph B. PriceEdward Jones · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Jay G. ReeseColton Groome Financial Advisors, LLC · Chartered Financial Analyst
  • Elmer G. Wessel Jr.Wessel Investment Counsel, L.L.C. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Asheville

Modera Wealth Management, LLC 2Colton Groome Financial Advisors, LLC 1Edward Jones 1Mercer Global Advisors Inc. 1Wessel Investment Counsel, L.L.C. 1

CFA advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many CFA financial advisors are in Asheville, NC?

6 SEC-registered investment adviser representatives at firm offices in Asheville, North Carolina list the CFA designation; Modera Wealth Management, 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 Asheville?

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.