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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Greensboro, NC

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

14 CFA charterholders work in Greensboro; the most are at Holderness Investments Co. (3). 1 are also registered broker representatives.

CFA advisors in Greensboro, A to Z

Every advisor in Greensboro →
  • Jacob O. CollinsworthSmith Salley Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Jason CroyHightower Advisors, LLC · Chartered Financial Analyst
  • Michael W. DinkinsGranville Capital, Inc. · Chartered Financial Analyst
  • Dax DixsonHightower Advisors, LLC · Chartered Financial Analyst
  • Kim C. EderHolderness Investments Co. · Chartered Financial Analyst
  • James B. GuylerSmith Salley Wealth Management · Chartered Financial Analyst
  • Richard T. HoldernessHolderness Investments Co. · Chartered Financial Analyst
  • Andrew M. LippertSimplified Wealth LLC · Certified Financial Planner, Chartered Financial Analyst
  • Jonathan M. MorganHolderness Investments Co. · Chartered Financial Analyst
  • Eugene G. Purcell IVGranville Capital, Inc. · Chartered Financial Analyst
  • Justin W. SmithSmith Partners Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Nadi R. TadrosSmith Salley Wealth Management · Chartered Financial Analyst
  • William W. WatsonOppenheimer & Co. Inc. · Chartered Financial Consultant, Chartered Financial Analyst
  • Ann B. ZurawZuraw Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Greensboro

Holderness Investments Co. 3Smith Salley Wealth Management 3Granville Capital, Inc. 2Hightower Advisors, LLC 2Oppenheimer & Co. Inc. 1Simplified Wealth LLC 1Smith Partners Wealth Management, LLC 1Zuraw Financial Advisors, LLC 1

CFA advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many CFA financial advisors are in Greensboro, NC?

14 SEC-registered investment adviser representatives at firm offices in Greensboro, North Carolina list the CFA designation; Holderness Investments Co. employs the most of them (3).

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 Greensboro?

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.