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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Durham, NC

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

9 CFA charterholders work in Durham; the most are at Allworth Financial, L.P. (1). 0 are also registered broker representatives.

CFA advisors in Durham, A to Z

Every advisor in Durham →
  • Jason R. BarberaHeritage Wealth Advisors · Chartered Financial Analyst
  • Jeffrey S. GrizerTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Travis L. HornsbySlp Wealth · Certified Financial Planner, Chartered Financial Analyst
  • Joseph G. MooreSummit Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Shrey PatelAtaraxis Capital, LLC · Chartered Financial Analyst
  • Sumali SanyalXponance LLC · Chartered Financial Analyst
  • Robert C. ScholesAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Analyst
  • Cooper A. TaylorSounding Line Wealth Management, LLC · Chartered Financial Analyst
  • Malcolm M. TrevillianVerity Asset Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Durham

Allworth Financial, L.P. 1Ataraxis Capital, LLC 1Heritage Wealth Advisors 1Slp Wealth 1Sounding Line Wealth Management, LLC 1Summit Financial, LLC 1Tiaa-Cref Individual & Institutional Services, LLC 1Verity Asset Management 1Xponance LLC 1

CFA advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many CFA financial advisors are in Durham, NC?

9 SEC-registered investment adviser representatives at firm offices in Durham, North Carolina list the CFA designation; Allworth Financial, L.P. employs the most of them (1).

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 Durham?

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.