Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Edmond, OK
Every SEC-registered financial advisor at a firm office in Edmond who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Edmond; the most are at Independent Financial Partners (1). 1 are also registered broker representatives.
CFA advisors in Edmond, A to Z
Every advisor in Edmond →- Peter A. GregoryIndependent Financial Partners · Certified Financial Planner, Chartered Financial Analyst
- Kristoffer A. KlingelhoefferMariner Independent · Certified Financial Planner, Chartered Financial Analyst
- Cameron J. TurnerJm2 Capital Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Edmond
Independent Financial Partners 1Jm2 Capital Inc. 1Mariner Independent 1
CFA advisors in other Oklahoma cities
All of Oklahoma →Questions
How many CFA financial advisors are in Edmond, OK?
3 SEC-registered investment adviser representatives at firm offices in Edmond, Oklahoma list the CFA designation; Independent Financial Partners 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 Edmond?
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.