Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Chattanooga, TN
Every SEC-registered financial advisor at a firm office in Chattanooga who lists the Chartered Financial Analyst designation, A to Z.
14 CFA charterholders work in Chattanooga; the most are at Patten And Patten, Inc. (3). 2 are also registered broker representatives.
CFA advisors in Chattanooga, A to Z
Every advisor in Chattanooga →- Grant M. AllenThe Patten Group, Inc. · Chartered Financial Analyst
- Warren M. BarnettBarnett & Co. Inc. · Chartered Financial Analyst
- Erik M. BoehmStone Bridge Asset Management, LLC · Chartered Financial Analyst
- Andrew M. BurnettRound Table Advisors, LLC · Chartered Financial Analyst
- Thomas A. Caldwell IIIOsaic Wealth, Inc. · Chartered Financial Analyst
- William F. DecosimoPatten And Patten, Inc. · Chartered Financial Analyst
- Mark C. FleckPatten And Patten, Inc. · Chartered Financial Analyst
- Tague R. GoodhuePantheon Investments · Chartered Financial Analyst
- Christopher A. HopkinsApogee Wealth Partners, LLC · Chartered Financial Analyst
- John A. JonesThe Patten Group, Inc. · Chartered Financial Analyst
- Kent B. MannAcumen Wealth Advisors, LLC · Chartered Financial Analyst
- Ashlee B. PattenThe Patten Group, Inc. · Chartered Financial Analyst
- Bret J. RobertsonGlean Financial, Inc. · Chartered Financial Analyst
- Raymond V. RyanPatten And Patten, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Chattanooga
Patten And Patten, Inc. 3The Patten Group, Inc. 3Acumen Wealth Advisors, LLC 1Apogee Wealth Partners, LLC 1Barnett & Co. Inc. 1Glean Financial, Inc. 1Osaic Wealth, Inc. 1Pantheon Investments 1Round Table Advisors, LLC 1Stone Bridge Asset Management, LLC 1
CFA advisors in other Tennessee cities
All of Tennessee →Questions
How many CFA financial advisors are in Chattanooga, TN?
14 SEC-registered investment adviser representatives at firm offices in Chattanooga, Tennessee list the CFA designation; Patten And Patten, 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 Chattanooga?
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.