Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Frisco, TX
Every SEC-registered financial advisor at a firm office in Frisco who lists the Chartered Financial Analyst designation, A to Z.
9 CFA charterholders work in Frisco; the most are at Aletheia Analyst Network Limited (1). 2 are also registered broker representatives.
CFA advisors in Frisco, A to Z
Every advisor in Frisco →- Terrence M. AlfordAletheia Analyst Network Limited · Chartered Financial Analyst
- Michael A. AussiekerOh Cap Asset Management · Chartered Financial Analyst
- Victor P. DavidenkoFacet · Certified Financial Planner, Chartered Financial Analyst
- Scott B. DavidoffWells Fargo Clearing Services, LLC · Chartered Financial Analyst
- Edward G. De CabooterBlsh Wealth Management · Chartered Financial Analyst
- Yuka O. MarosekMarosek, Yuka · Chartered Financial Analyst
- Brad R. SandersCain, Watters & Associates, LLC · Chartered Financial Analyst
- Richard A. WrightStifel, Nicolaus & Company, Incorporated · Chartered Financial Analyst
- James YooEdward Jones · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Frisco
Aletheia Analyst Network Limited 1Blsh Wealth Management 1Cain, Watters & Associates, LLC 1Edward Jones 1Facet 1Marosek, Yuka 1Oh Cap Asset Management 1Stifel, Nicolaus & Company, Incorporated 1Tectonic Advisors LLC 1Wells Fargo Clearing Services, LLC 1
CFA advisors in other Texas cities
All of Texas →Dallas 185Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Westlake 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 Frisco, TX?
9 SEC-registered investment adviser representatives at firm offices in Frisco, Texas list the CFA designation; Aletheia Analyst Network Limited employs the most of them (1).
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 Frisco?
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.