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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Plymouth Meeting, PA

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

The short answer

5 CFA charterholders work in Plymouth Meeting; the most are at Legacy Advisors, LLC (3). 3 are also registered broker representatives.

CFA advisors in Plymouth Meeting, A to Z

Every advisor in Plymouth Meeting →

Firms with the most CFA charterholders in Plymouth Meeting

Legacy Advisors, LLC 3Ameriprise Financial Services, LLC 1Wells Fargo Investment Institute, Inc. 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 7Fort Washington 7New Hope 7Bridgeville 6Blue Bell 5Bryn Mawr 5Media 5State College 5

Questions

How many CFA financial advisors are in Plymouth Meeting, PA?

5 SEC-registered investment adviser representatives at firm offices in Plymouth Meeting, Pennsylvania list the CFA designation; Legacy Advisors, LLC employs the most of them (3).

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 Plymouth Meeting?

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.