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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Huntersville, NC

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

The short answer

8 CFA charterholders work in Huntersville; the most are at Cornerstone Wealth (3). 1 are also registered broker representatives.

CFA advisors in Huntersville, A to Z

Every advisor in Huntersville →

Firms with the most CFA charterholders in Huntersville

Cornerstone Wealth 3Savant Wealth Management 3Glass Lake Wealth Management 1Maximum Advisory 1

CFA advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many CFA financial advisors are in Huntersville, NC?

8 SEC-registered investment adviser representatives at firm offices in Huntersville, North Carolina list the CFA designation; Cornerstone Wealth 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 Huntersville?

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.