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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Knoxville, TN

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

13 CFA charterholders work in Knoxville; the most are at Martin & Company Investment Counsel (4). 1 are also registered broker representatives.

CFA advisors in Knoxville, A to Z

Every advisor in Knoxville →

Firms with the most CFA charterholders in Knoxville

Martin & Company Investment Counsel 4Creative Planning 2Creative Planning Institutional Advisors, LLC 2Proffitt & Goodson Inc. 2Leading Edge Financial Planning LLC 1Pya Waltman Capital, LLC 1Rather & Kittrell, Inc. 1S.E.E.d. Planning Group, LLC 1Tvamp, LLC 1

CFA advisors in other Tennessee cities

All of Tennessee →

Nashville 52Memphis 45Franklin 18Chattanooga 14Brentwood 10

Questions

How many CFA financial advisors are in Knoxville, TN?

13 SEC-registered investment adviser representatives at firm offices in Knoxville, Tennessee list the CFA designation; Martin & Company Investment Counsel 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 Knoxville?

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.