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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Hudson, OH

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

The short answer

2 CFA charterholders work in Hudson; the most are at Arq Wealth Advisors, LLC (1). 1 are also registered broker representatives.

CFA advisors in Hudson, A to Z

Every advisor in Hudson →

Firms with the most CFA charterholders in Hudson

Arq Wealth Advisors, LLC 1Wells Fargo Clearing Services, LLC 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 139Cleveland 46Columbus 36Dublin 19Akron 14Pepper Pike 14Beachwood 9Cincinatti 8Dayton 8Independence 7Richfield 6Orange Village 4Westlake 4Canton 3Mayfield Heights 3Powell 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Hudson, OH?

2 SEC-registered investment adviser representatives at firm offices in Hudson, Ohio list the CFA designation; Arq Wealth Advisors, LLC employs the most of them (1).

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 Hudson?

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.