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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in West Chester, PA

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

12 CFA charterholders work in West Chester; the most are at Wealthcare Advisory Partners LLC (4). 2 are also registered broker representatives.

CFA advisors in West Chester, A to Z

Every advisor in West Chester →
  • Lynn S. ErskineJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Analyst
  • Richard B. EverettKey Financial, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Daren C. HeitmanAzarias Capital Management, L.P. · Chartered Financial Analyst
  • Eric T. LansheCw Advisors, LLC · Chartered Financial Analyst
  • Carter H. LeeLenape Investments, LLC · Chartered Financial Analyst
  • Stephen V. McGuireWealthcare Advisory Partners LLC · Chartered Financial Analyst
  • Jason PlawnerWealthcare Advisory Partners LLC · Chartered Financial Analyst
  • Richard J. SeiwellSeiwell Advisors, LLC · Chartered Financial Analyst
  • Michael B. TraynorFinancial Coach · Chartered Financial Analyst
  • Matthew N. WallenWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Analyst
  • Brian J. WardWealthcare Advisory Partners LLC · Chartered Financial Analyst
  • Patrick W. WingMarquette Associates, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in West Chester

Wealthcare Advisory Partners LLC 4Azarias Capital Management, L.P. 1Cw Advisors, LLC 1Financial Coach 1Janney Montgomery Scott LLC 1Key Financial, Inc. 1Lenape Investments, LLC 1Marquette Associates, Inc. 1Seiwell Advisors, 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 12Radnor 10Warrendale 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 West Chester, PA?

12 SEC-registered investment adviser representatives at firm offices in West Chester, Pennsylvania list the CFA designation; Wealthcare Advisory Partners LLC employs the most of them (4).

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 West Chester?

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.