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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Chapel Hill, NC

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

19 CFA charterholders work in Chapel Hill; the most are at Franklin Street Advisors Inc. (5). 4 are also registered broker representatives.

CFA advisors in Chapel Hill, A to Z

Every advisor in Chapel Hill →

Firms with the most CFA charterholders in Chapel Hill

Franklin Street Advisors Inc. 5Eton Advisors 4Hamilton Point Investment Advisors, LLC 3Wells Fargo Clearing Services, LLC 2Cio Complete 1Flow Partners, LLC 1Morgan Stanley 1Phoenix Wealth Advisors Inc. 1Safe Harbor Family Capital, LLC 1

CFA advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many CFA financial advisors are in Chapel Hill, NC?

19 SEC-registered investment adviser representatives at firm offices in Chapel Hill, North Carolina list the CFA designation; Franklin Street Advisors Inc. employs the most of them (5).

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 Chapel Hill?

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.