Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Franklin, TN
Every SEC-registered financial advisor at a firm office in Franklin who lists the Chartered Financial Analyst designation, A to Z.
18 CFA charterholders work in Franklin; the most are at Capwealth Advisors, LLC (2). 2 are also registered broker representatives.
CFA advisors in Franklin, A to Z
Every advisor in Franklin →- Jacob E. BauchmannLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan C. CampbellRfg Advisory, LLC · Certified Financial Planner, Chartered Financial Analyst
- Claude R. CarmichaelCarmichael Creel Investments · Chartered Financial Analyst
- Thomas W. DelaneyValtrion Capital Management, LLC · Chartered Financial Analyst
- Luis A. GaldamezValtrion Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Blair J. GarnerGarner Financial Management · Certified Financial Planner, Chartered Financial Analyst
- Sofia GorynSkela Financial · Chartered Financial Analyst
- Hiroshi GotoGoto Financial Advisory LLC · Chartered Financial Analyst
- Bo B. HansonAbound Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Dennis L. HooperCapital Client Group, Inc. · Chartered Financial Analyst
- Troy R. JonesLido · Chartered Financial Analyst
- Charles D. McDonald IVSagespring Wealth Partners · Chartered Financial Analyst
- Drew K. O'ConnorCapwealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jon K. PinkstonBlue Kayak Partners · Chartered Financial Analyst
- Benjamin SchmidtFirst Trust Advisors LP · Chartered Financial Analyst
- Craig M. Stapleton-CorcoranStapleton Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Destin M. TompkinsEfinancial Alliance, LLC · Chartered Financial Analyst
- Phoebe J. VenableCapwealth Advisors, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Franklin
Capwealth Advisors, LLC 2Corient 2Valtrion Capital Management, LLC 2Abound Wealth Management, LLC 1Blue Kayak Partners 1Capital Client Group, Inc. 1Carmichael Creel Investments 1Efinancial Alliance, LLC 1First Trust Advisors LP 1Garner Financial Management 1Goto Financial Advisory LLC 1LPL Financial LLC 1Lido 1Rfg Advisory, LLC 1Sagespring Wealth Partners 1
CFA advisors in other Tennessee cities
All of Tennessee →Nashville 52Memphis 45Chattanooga 14Knoxville 13Brentwood 10
Questions
How many CFA financial advisors are in Franklin, TN?
18 SEC-registered investment adviser representatives at firm offices in Franklin, Tennessee list the CFA designation; Capwealth Advisors, LLC employs the most of them (2).
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 Franklin?
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.