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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Cary, NC

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

7 CFA charterholders work in Cary; the most are at Cetera Investment Advisers LLC (2). 4 are also registered broker representatives.

CFA advisors in Cary, A to Z

Every advisor in Cary →
  • Carlton L. Davis Jr.Realm Investment Consulting LLC · Certified Financial Planner, Chartered Financial Analyst
  • Paul M. DelaneyCapital Endurance Group, Inc. · Chartered Financial Analyst
  • Scott F. EllisCetera Investment Advisers LLC · Chartered Financial Analyst
  • Stephen G. EllisCetera Investment Advisers LLC · Chartered Financial Analyst
  • Roger R. Elmer Jr.Realm Investment Consulting LLC · Certified Financial Planner, Chartered Financial Analyst
  • James M. MertensOsaic Wealth, Inc. · Chartered Financial Analyst
  • Jason W. RauschOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Cary

Cetera Investment Advisers LLC 2Osaic Wealth, Inc. 2Realm Investment Consulting LLC 2Capital Endurance Group, Inc. 1

CFA advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many CFA financial advisors are in Cary, NC?

7 SEC-registered investment adviser representatives at firm offices in Cary, North Carolina list the CFA designation; Cetera Investment Advisers 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 Cary?

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.