Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Fort Worth, TX
Every SEC-registered financial advisor at a firm office in Fort Worth who lists the Chartered Financial Analyst designation, A to Z.
42 CFA charterholders work in Fort Worth; the most are at Luther King Capital Management Corporation (18). 13 are also registered broker representatives.
CFA advisors in Fort Worth, A to Z
Every advisor in Fort Worth →- Brittny G. AllredLuther King Capital Management Corporation · Chartered Financial Analyst
- Robert J. BattonTailwind Advisors · Chartered Financial Analyst
- Jeremy A. BlackmanLuther King Capital Management Corporation · Chartered Financial Analyst
- Joseph A. BrownbackThirteen Twenty-Two Advisors · Certified Financial Planner, Chartered Financial Analyst
- Richard J. BryceTailwind Advisors · Chartered Financial Analyst
- Carson M. CastellanoCastellano & Associates · Chartered Financial Analyst
- Michelle P. ConnellPortia Capital Management · Chartered Financial Analyst
- Harry P. Consaul IIICambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
- Nathan W. DavisAspen Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan B. DeweeseLuther King Capital Management Corporation · Chartered Financial Analyst
- Daniel C. DownesLuther King Capital Management Corporation · Chartered Financial Analyst
- August G. Gildner IIFrost Investment Services · Chartered Financial Analyst
- John E. GunthorpLuther King Capital Management Corporation · Chartered Financial Analyst, Chartered Investment Counselor
- Ira C. HesterLuther King Capital Management Corporation · Chartered Financial Analyst, Chartered Investment Counselor
- Scot C. HollmannLuther King Capital Management Corporation · Chartered Financial Analyst
- Robert M. Holt, Jr. Jr.Holt Capital Partners, L.P. · Chartered Financial Analyst
- Alan A. IvesLuther King Capital Management Corporation · Chartered Financial Analyst
- Mark L. JohnsonLuther King Capital Management Corporation · Chartered Financial Analyst, Chartered Investment Counselor
- John H. KeeneCary Street Partners · Chartered Financial Analyst
- Brian M. KellerSwmg, LLC · Chartered Financial Analyst
- John L. King Jr.Luther King Capital Management Corporation · Chartered Financial Analyst
- John B. KingLuther King Capital Management Corporation · Chartered Financial Analyst
- Mason D. KingLuther King Capital Management Corporation · Chartered Financial Analyst
- Frederick B. LabattLuther King Capital Management Corporation · Chartered Financial Analyst
- Erin M. LeeBok Financial Private Wealth, Inc. · Chartered Financial Analyst
- Brandon LydickJ.P. Morgan Securities LLC · Chartered Financial Analyst
- David D. MayLuther King Capital Management Corporation · Chartered Financial Analyst
- Grant McGuireWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Mark M. MichelDiesslin Group, Inc. · Chartered Financial Analyst
- Joseph MontyMorgan Stanley · Chartered Financial Analyst
- Judson C. RedmondRBC Capital Markets, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- William C. SagerFirst Command Advisory Services · Chartered Financial Analyst
- Emily G. StroudLPL Financial LLC · Chartered Financial Analyst
- Logan C. TuckerTailwind Advisors · Chartered Financial Analyst
- Minor B. WallaceLuther King Capital Management Corporation · Chartered Financial Analyst
- Gary G. WalshLuther King Capital Management Corporation · Chartered Financial Analyst
- John S. WeitzerFirst Command Advisory Services · Chartered Financial Analyst
- Lyndon J. WesterbergJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Matthew L. WileyFirst Command Advisory Services · Chartered Financial Analyst
- Carlisle C. WysongChalk Creek Partners, LLC · Chartered Financial Analyst
- Michael C. YeagerLuther King Capital Management Corporation · Chartered Financial Analyst
- Andrew D. ZachariasLuther King Capital Management Corporation · Chartered Financial Analyst
Firms with the most CFA charterholders in Fort Worth
Luther King Capital Management Corporation 18First Command Advisory Services 3Tailwind Advisors 3J.P. Morgan Securities LLC 2Aspen Wealth Management, LLC 1Bok Financial Private Wealth, Inc. 1Cambridge Investment Research Advisors, Inc. 1Cary Street Partners 1Castellano & Associates 1Chalk Creek Partners, LLC 1Diesslin Group, Inc. 1Frost Investment Services 1Holt Capital Partners, L.P. 1LPL Financial LLC 1Morgan Stanley 1
CFA advisors in other Texas cities
All of Texas →Dallas 185Houston 168Austin 134Plano 57San Antonio 42Frisco 9Westlake 9Irving 7Southlake 7Sugar Land 7Bellaire 5Cedar Park 5McKinney 5Cypress 4Katy 4The Woodlands 4Addison 3College Station 3Colleyville 3Pflugerville 3Rockwall 3
Questions
How many CFA financial advisors are in Fort Worth, TX?
42 SEC-registered investment adviser representatives at firm offices in Fort Worth, Texas list the CFA designation; Luther King Capital Management Corporation employs the most of them (18).
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 Fort Worth?
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.