Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Radnor, PA
Every SEC-registered financial advisor at a firm office in Radnor who lists the Chartered Financial Analyst designation, A to Z.
10 CFA charterholders work in Radnor; the most are at Haverford Financial Services, Inc. (3). 3 are also registered broker representatives.
CFA advisors in Radnor, A to Z
Every advisor in Radnor →- Theodore W. Brooks IIINordwand Investments, LLC · Chartered Financial Analyst
- Douglas H. DelongNordwand Advisors · Chartered Financial Analyst
- John H. DonaldsonHaverford Financial Services, Inc. · Chartered Financial Analyst
- John M. GribNorthport Investment Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Timothy A. HoyleHaverford Financial Services, Inc. · Chartered Financial Analyst
- David T. MonizHaverford Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Linus J. ParkMcAdam LLC · Certified Financial Planner, Chartered Financial Analyst
- Joseph C. PriceSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ryan M. SchraderMondrian Investment Partners (U.S.), Inc. · Chartered Financial Analyst
- Michael S. SerraLPL Financial LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Radnor
Haverford Financial Services, Inc. 3Nordwand Advisors 2LPL Financial LLC 1McAdam LLC 1Mondrian Investment Partners (U.S.), Inc. 1Nordwand Investments, LLC 1Northport Investment Management, LLC 1Schwab Wealth Advisory, 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 12Warrendale 10Wexford 10Chadds Ford 8Lancaster 8Bethlehem 7Fort Washington 7New Hope 7Bridgeville 6Blue Bell 5Bryn Mawr 5Media 5Plymouth Meeting 5State College 5
Questions
How many CFA financial advisors are in Radnor, PA?
10 SEC-registered investment adviser representatives at firm offices in Radnor, Pennsylvania list the CFA designation; Haverford Financial Services, Inc. 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 Radnor?
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.