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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Orange Village, OH

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

4 CFA charterholders work in Orange Village; the most are at North Point Portfolio Managers Corporation (4). 0 are also registered broker representatives.

CFA advisors in Orange Village, A to Z

Every advisor in Orange Village →
  • Jeffrey L. HertelNorth Point Portfolio Managers Corporation · Chartered Financial Analyst
  • James P. KellyNorth Point Portfolio Managers Corporation · Chartered Financial Analyst
  • David M. MroskoNorth Point Portfolio Managers Corporation · Chartered Financial Analyst
  • Diane M. StackNorth Point Portfolio Managers Corporation · Chartered Financial Analyst

Firms with the most CFA charterholders in Orange Village

North Point Portfolio Managers Corporation 4

CFA advisors in other Ohio cities

All of Ohio →

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

Questions

How many CFA financial advisors are in Orange Village, OH?

4 SEC-registered investment adviser representatives at firm offices in Orange Village, Ohio list the CFA designation; North Point Portfolio Managers Corporation 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 Orange Village?

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.