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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Winston Salem, NC

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

The short answer

7 CFA charterholders work in Winston Salem; the most are at Salem Investment Counselors Inc. (2). 0 are also registered broker representatives.

CFA advisors in Winston Salem, A to Z

Every advisor in Winston Salem →

Firms with the most CFA charterholders in Winston Salem

Salem Investment Counselors Inc. 2Cassia Capital Partners LLC 1Focus Partners Wealth, LLC 1Grand Street Capital Management, L.L.C. 1Sheets Smith Wealth Management 1Timonier 1

CFA advisors in other North Carolina cities

All of North Carolina →

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

Questions

How many CFA financial advisors are in Winston Salem, NC?

7 SEC-registered investment adviser representatives at firm offices in Winston Salem, North Carolina list the CFA designation; Salem Investment Counselors Inc. employs the most of them (2).

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 Winston Salem?

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.