Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Canton, OH
Every SEC-registered financial advisor at a firm office in Canton who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Canton; the most are at Beese Fulmer Private Wealth Management (3). 0 are also registered broker representatives.
CFA advisors in Canton, A to Z
Every advisor in Canton →- Dennis S. FulmerBeese Fulmer Private Wealth Management · Chartered Financial Analyst
- Nicholas T. PeriniBeese Fulmer Private Wealth Management · Chartered Financial Analyst
- Robert R. SzelesBeese Fulmer Private Wealth Management · Chartered Financial Analyst
Firms with the most CFA charterholders in Canton
CFA advisors in other Ohio cities
All of Ohio →Cincinnati 138Cleveland 46Columbus 33Dublin 18Akron 14Pepper Pike 13Beachwood 9Dayton 8Cincinatti 7Independence 6Richfield 6Westlake 6Orange Village 4Powell 4Hudson 3Mayfield Heights 3Shaker Heights 3Sylvania 3
Questions
How many CFA financial advisors are in Canton, OH?
3 SEC-registered investment adviser representatives at firm offices in Canton, Ohio list the CFA designation; Beese Fulmer Private Wealth Management 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 Canton?
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.