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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Dublin, OH

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

18 CFA charterholders work in Dublin; the most are at Meeder Advisory Services, Inc. (4). 6 are also registered broker representatives.

CFA advisors in Dublin, A to Z

Every advisor in Dublin →
  • Mark D. AldridgeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Gregory D. BallsMeeder Public Funds, Inc. · Chartered Financial Analyst
  • Robert F. BehanMeeder Advisory Services, Inc. · Chartered Financial Analyst
  • Kurt M. BrownPds Planning Inc. · Chartered Financial Analyst
  • Richard A. ClemensHawk100 · Chartered Financial Analyst
  • Matthew J. DanielColumbus Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Clint J. EdgingtonBeacon Hill Investment Advisory, LLC · Chartered Financial Analyst
  • Mark T. EvansD.A. Davidson & Co. · Chartered Financial Analyst
  • Douglas A. FellerRea Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Kevin KullWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
  • Daniel S. LissMeeder Advisory Services, Inc. · Chartered Financial Analyst
  • Douglas M. LynchLynch Financial Group · Chartered Financial Analyst
  • John C. LynchLynch Financial Group · Certified Financial Planner, Chartered Financial Analyst
  • Angelo Manzo Jr.Meeder Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • James W. McCourtMeeder Public Funds, Inc. · Chartered Financial Analyst
  • Jace T. RichardsMeeder Public Funds, Inc. · Chartered Financial Analyst
  • Daniel V. RuskMeeder Public Funds, Inc. · Chartered Financial Analyst
  • Mikel M. ZeidensteinMeeder Advisory Services, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Dublin

Meeder Advisory Services, Inc. 4Meeder Public Funds, Inc. 4Lynch Financial Group 2Beacon Hill Investment Advisory, LLC 1Columbus Wealth Management 1D.A. Davidson & Co. 1Hawk100 1Pds Planning Inc. 1Raymond James Financial Services Advisors, Inc. 1Rea Wealth Management 1Wells Fargo Advisors Financial Network, LLC 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 138Cleveland 46Columbus 33Akron 14Pepper Pike 13Beachwood 9Dayton 8Cincinatti 7Independence 6Richfield 6Westlake 6Orange Village 4Powell 4Canton 3Hudson 3Mayfield Heights 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Dublin, OH?

18 SEC-registered investment adviser representatives at firm offices in Dublin, Ohio list the CFA designation; Meeder Advisory Services, Inc. employs the most of them (4).

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 Dublin?

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.