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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Powell, OH

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

4 CFA charterholders work in Powell; the most are at Nvest Wealth Strategies, Inc. (2). 0 are also registered broker representatives.

CFA advisors in Powell, A to Z

Every advisor in Powell →

Firms with the most CFA charterholders in Powell

Nvest Wealth Strategies, Inc. 2Access Wealth Group, LLC 1Shuttleworth & Company 1

CFA advisors in other Ohio cities

All of Ohio →

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

Questions

How many CFA financial advisors are in Powell, OH?

4 SEC-registered investment adviser representatives at firm offices in Powell, Ohio list the CFA designation; Nvest Wealth Strategies, Inc. employs the most of them (2).

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 Powell?

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.