Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Memphis, TN
Every SEC-registered financial advisor at a firm office in Memphis who lists the Chartered Financial Analyst designation, A to Z.
45 CFA charterholders work in Memphis; the most are at Newsouth Capital Management Inc. (7). 6 are also registered broker representatives.
CFA advisors in Memphis, A to Z
Every advisor in Memphis →- Michael N. BaileyNewsouth Capital Management Inc. · Chartered Financial Analyst
- Michael B. BowersFsg Wealth Advisors, LLC · Chartered Financial Analyst
- Raymond W. BrandonBrandon Financial Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Andrew D. BuzanKelman Lazarov Inc. · Chartered Financial Analyst
- William D. Covington IIIStephens · Chartered Financial Analyst
- Mark J. CroninHighland Capital Management, LLC · Chartered Financial Analyst
- Robert T. CurryBlong Financial · Chartered Financial Analyst
- Patrick J. DanehyNewsouth Capital Management Inc. · Chartered Financial Analyst
- Luke B. DavisChickasaw Capital Management, LLC · Chartered Financial Analyst
- Paul T. DorianDorian Investment Advisory LLC · Chartered Financial Analyst
- Jacob G. EasonDuncan Williams Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan L. EdwardsTruist Advisory Services, Inc. · Chartered Financial Analyst
- Jeffrey D. EngelbergAdditive Advisory Pbc · Chartered Financial Analyst
- Lawrence J. EpperlyLegacy Wealth Management, LLC · Chartered Financial Analyst
- Alan M. EricksonHighland Capital Management, LLC · Chartered Financial Analyst
- Kimberly F. EscueShelton Capital Management · Chartered Financial Analyst
- Robert W. FrazeeFrazee Investment Consulting, Inc. · Chartered Financial Analyst
- Kyle H. GowenDuncan Williams Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Benjamin J. GrangerHighland Capital Management, LLC · Chartered Financial Analyst
- Perry J. GreenCoastal Bridge Advisors · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Susan L. HuffmanReliant Investment Management, LLC · Chartered Financial Analyst
- Stacey S. HydeEnvision Financial Planning, LLC · Certified Financial Planner, Chartered Financial Analyst
- Christopher C. JonesDelta Asset Management, LLC · Chartered Financial Analyst
- Brandon D. KizerLPL Financial LLC · Chartered Financial Analyst
- William KlinkeTotal Wealth Partners · Chartered Financial Analyst
- Andrew J. KratzCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Andrew L. MacqueenNewsouth Capital Management Inc. · Chartered Financial Analyst
- William C. MartinSteel Grove Capital Advisors, LLC · Chartered Financial Analyst
- Alexander D. McLeanNewsouth Capital Management Inc. · Chartered Financial Analyst
- Joseph M. MorrisonSentry, LLC · Chartered Financial Analyst
- David S. MorrowNewsouth Capital Management Inc. · Chartered Financial Analyst
- Andrew T. O'SullivanHighland Capital Management, LLC · Chartered Financial Analyst
- John Phillips VRed Door Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Carol Lee RoyerCoastal Bridge Advisors · Certified Financial Planner, Chartered Financial Analyst
- Andrew B. RutlinNewsouth Capital Management Inc. · Chartered Financial Analyst
- David N. ScullyDuncan Williams Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Naishee ShahMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Paul R. ShiffletNewsouth Capital Management Inc. · Chartered Financial Analyst
- David C. SmithDelta Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- David L. ThompsonHighland Capital Management, LLC · Chartered Financial Analyst
- William V. Thompson IIINfc Investments, LLC · Chartered Financial Analyst
- Scott B. WarrenChickasaw Capital Management, LLC · Chartered Financial Analyst
- Reid W. WessonReliant Investment Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- James A. West IVCalydon Capital, LLC · Chartered Financial Analyst
- John A. WrightStellar Assets L.L.C. · Chartered Financial Analyst
Firms with the most CFA charterholders in Memphis
Newsouth Capital Management Inc. 7Highland Capital Management, LLC 5Duncan Williams Asset Management, LLC 3Chickasaw Capital Management, LLC 2Coastal Bridge Advisors 2Delta Asset Management, LLC 2Reliant Investment Management, LLC 2Additive Advisory Pbc 1Blong Financial 1Brandon Financial Planning, Inc. 1Calydon Capital, LLC 1Creative Planning 1Dorian Investment Advisory LLC 1Envision Financial Planning, LLC 1Frazee Investment Consulting, Inc. 1
CFA advisors in other Tennessee cities
All of Tennessee →Nashville 52Franklin 18Chattanooga 14Knoxville 13Brentwood 10
Questions
How many CFA financial advisors are in Memphis, TN?
45 SEC-registered investment adviser representatives at firm offices in Memphis, Tennessee list the CFA designation; Newsouth Capital Management Inc. employs the most of them (7).
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 Memphis?
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.