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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Independence, OH

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

6 CFA charterholders work in Independence; the most are at Strategic Wealth Partners, Ltd. (3). 1 are also registered broker representatives.

CFA advisors in Independence, A to Z

Every advisor in Independence →

Firms with the most CFA charterholders in Independence

Strategic Wealth Partners, Ltd. 3Swp Investment Management LLC 2Cbiz Financial Solutions, Inc. 1Prasad Wealth Partners 1Tempo Wealth 1

CFA advisors in other Ohio cities

All of Ohio →

Cincinnati 138Cleveland 46Columbus 33Dublin 18Akron 14Pepper Pike 13Beachwood 9Dayton 8Cincinatti 7Richfield 6Westlake 6Orange Village 4Powell 4Canton 3Hudson 3Mayfield Heights 3Shaker Heights 3Sylvania 3

Questions

How many CFA financial advisors are in Independence, OH?

6 SEC-registered investment adviser representatives at firm offices in Independence, Ohio list the CFA designation; Strategic Wealth Partners, Ltd. 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 Independence?

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.