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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Fort Washington, PA

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

7 CFA charterholders work in Fort Washington; the most are at Lincoln Investment (5). 5 are also registered broker representatives.

CFA advisors in Fort Washington, A to Z

Every advisor in Fort Washington →

Firms with the most CFA charterholders in Fort Washington

Lincoln Investment 5Capital Analysts 1Easterly Investment Partners LLC 1The Investment Lab, LLC 1

CFA advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 52Philadelphia 44Wayne 28Berwyn 26West Conshohocken 26Conshohocken 22Malvern 20Newtown Square 17Sewickley 13King Of Prussia 12West Chester 12Radnor 10Warrendale 10Wexford 10Chadds Ford 8Lancaster 8Bethlehem 7New Hope 7Bridgeville 6Blue Bell 5Bryn Mawr 5Media 5Plymouth Meeting 5State College 5

Questions

How many CFA financial advisors are in Fort Washington, PA?

7 SEC-registered investment adviser representatives at firm offices in Fort Washington, Pennsylvania list the CFA designation; Lincoln Investment 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 Fort Washington?

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.