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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Charlotte, NC

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

The short answer

127 CFA charterholders work in Charlotte; the most are at Wedge Capital Management LLP (12). 30 are also registered broker representatives.

CFA advisors in Charlotte, A to Z

Every advisor in Charlotte →

Firms with the most CFA charterholders in Charlotte

Wedge Capital Management LLP 12Wells Fargo Investment Institute, Inc. 8Bragg Financial Advisors Inc. 6Truist Advisory Services, Inc. 5Novare Capital Management 4Wells Fargo Clearing Services, LLC 4Broyhill Asset Management, LLC 3Edward Jones 3Mbl Advisors 3Providence Capital Advisors, LLC 3Tiaa Wealth Investment Management LLC 3Buie Investment Advisors, LLC 2Cary Street Partners 2Cg Advisory Services 2Indexperts, LLC 2

CFA advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many CFA financial advisors are in Charlotte, NC?

127 SEC-registered investment adviser representatives at firm offices in Charlotte, North Carolina list the CFA designation; Wedge Capital Management LLP employs the most of them (12).

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 Charlotte?

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.