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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Nashville, TN

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

52 CFA charterholders work in Nashville; the most are at Focus Partners Wealth, LLC (8). 11 are also registered broker representatives.

CFA advisors in Nashville, A to Z

Every advisor in Nashville →

Firms with the most CFA charterholders in Nashville

Focus Partners Wealth, LLC 8Barksdale Investment Management 5Woodmont Investment Counsel, LLC 4Fielder Capital Group LLC 3Hms Investment Advisors 312th Street Asset Management 2Lee Danner & Bass Inc. 2Praxess Advisors, LLC 2Raymond James Financial Services Advisors, Inc. 2&Partners 1Alliancebernstein L.P. 1Ava Wealth Management LLC 1Cahaba Wealth Management, Inc. 1Captrust 1Cerity Partners LLC 1

CFA advisors in other Tennessee cities

All of Tennessee →

Memphis 45Franklin 18Chattanooga 14Knoxville 13Brentwood 10

Questions

How many CFA financial advisors are in Nashville, TN?

52 SEC-registered investment adviser representatives at firm offices in Nashville, Tennessee list the CFA designation; Focus Partners Wealth, LLC employs the most of them (8).

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 Nashville?

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.