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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Cedar Park, TX

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

5 CFA charterholders work in Cedar Park; the most are at Boyce & Associates Wealth Consulting, Inc. (2). 0 are also registered broker representatives.

CFA advisors in Cedar Park, A to Z

Every advisor in Cedar Park →
  • Eric C. BoyceBoyce & Associates Wealth Consulting, Inc. · Chartered Financial Analyst
  • Paul S. CourtneyHarmonic Capital, LLC · Chartered Financial Analyst
  • Thomas E. Kemler Jr.Boyce & Associates Wealth Consulting, Inc. · Chartered Financial Analyst
  • Jason W. SelfResonance Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Jonathan ShargFisher Investments · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Cedar Park

Boyce & Associates Wealth Consulting, Inc. 2Fisher Investments 1Harmonic Capital, LLC 1Resonance Financial, LLC 1

CFA advisors in other Texas cities

All of Texas →

Dallas 185Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Frisco 9Westlake 9Irving 7Southlake 7Sugar Land 7Bellaire 5McKinney 5Cypress 4Katy 4The Woodlands 4Addison 3College Station 3Colleyville 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in Cedar Park, TX?

5 SEC-registered investment adviser representatives at firm offices in Cedar Park, Texas list the CFA designation; Boyce & Associates Wealth Consulting, Inc. 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 Cedar Park?

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.