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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Tulsa, OK

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

The short answer

25 CFA charterholders work in Tulsa; the most are at Cavanal Hill Investment Management, Inc. (5). 0 are also registered broker representatives.

CFA advisors in Tulsa, A to Z

Every advisor in Tulsa →

Firms with the most CFA charterholders in Tulsa

Cavanal Hill Investment Management, Inc. 5Gibraltar Capital Management, Inc. 4Corient 210elms LLP 1Allegiant Wealth Advisors, LLC 1Ameritrust Investment Advisors Inc. 1Burkholder Wealth Management 1Cathedral Square Capital 1Cx Institutional, LLC 1Dba Upal Or United Professionals Assoc. Ltd. 1Everpar Advisors LLC 1Inspire Investing, LLC 1Lido 1Mariner 1Meliora Capital 1

CFA advisors in other Oklahoma cities

All of Oklahoma →

Oklahoma City 21Edmond 3

Questions

How many CFA financial advisors are in Tulsa, OK?

25 SEC-registered investment adviser representatives at firm offices in Tulsa, Oklahoma list the CFA designation; Cavanal Hill Investment Management, Inc. employs the most of them (5).

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 Tulsa?

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.