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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Brentwood, TN

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

10 CFA charterholders work in Brentwood; the most are at Captrust (3). 3 are also registered broker representatives.

CFA advisors in Brentwood, A to Z

Every advisor in Brentwood →
  • Daniel S. BanaszakPlanrock Wealth Strategies, LLC · Chartered Financial Analyst
  • Christopher M. GoffCaptrust · Chartered Financial Analyst
  • Jeremy P. HutzelSeven Springs Wealth Group · Certified Financial Planner, Chartered Financial Analyst
  • Paul McKannaSeven Springs Wealth Group · Chartered Financial Analyst
  • Joseph M. NickellJ. Mark Nickell & Co. · Personal Financial Specialist, Chartered Financial Analyst
  • William H. ParrottRaymond James Financial Services Advisors, Inc. · Chartered Financial Analyst
  • William C. ReedCaptrust · Certified Financial Planner, Chartered Financial Analyst
  • William ReedCaptrust · Chartered Financial Analyst
  • Matthew T. StalcupCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
  • Grady C. TaborProcessus Wealth & Capital Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Brentwood

Captrust 3Seven Springs Wealth Group 2Cambridge Investment Research Advisors, Inc. 1J. Mark Nickell & Co. 1Planrock Wealth Strategies, LLC 1Processus Wealth & Capital Management, LLC 1Raymond James Financial Services Advisors, Inc. 1

CFA advisors in other Tennessee cities

All of Tennessee →

Nashville 52Memphis 45Franklin 18Chattanooga 14Knoxville 13

Questions

How many CFA financial advisors are in Brentwood, TN?

10 SEC-registered investment adviser representatives at firm offices in Brentwood, Tennessee list the CFA designation; Captrust 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 Brentwood?

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.