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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in College Station, TX

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

3 CFA charterholders work in College Station; the most are at Paragon Financial Advisors (2). 0 are also registered broker representatives.

CFA advisors in College Station, A to Z

Every advisor in College Station →
  • Robert C. CalhounParagon Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Christopher G. MartinMartin Capital Advisors, LLP · Chartered Financial Analyst
  • William J. TebeauxParagon Financial Advisors · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in College Station

Paragon Financial Advisors 2Cgm Investment Management 1Martin Capital Advisors, LLP 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 5Cedar Park 5McKinney 5Cypress 4Katy 4The Woodlands 4Addison 3Colleyville 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in College Station, TX?

3 SEC-registered investment adviser representatives at firm offices in College Station, Texas list the CFA designation; Paragon Financial Advisors 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 College Station?

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.