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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Irving, TX

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

7 CFA charterholders work in Irving; the most are at United Capital Financial Advisors (2). 2 are also registered broker representatives.

CFA advisors in Irving, A to Z

Every advisor in Irving →
  • Jesse G. AndersonSnider Advisors · Chartered Financial Analyst
  • Scott R. FrantzUnited Capital Financial Advisors · Chartered Financial Analyst
  • Casey M. KupperRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Todd J. McDonaldUnited Capital Financial Advisors · Chartered Financial Analyst
  • Mark A. MillerGibraltar Capital Management, Inc. · Personal Financial Specialist, Chartered Financial Analyst
  • Duane R. RobertsDana Investment Advisors Inc. · Chartered Financial Analyst
  • Theodore R. Wozniak Jr.American Beacon Advisors, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Irving

United Capital Financial Advisors 2American Beacon Advisors, Inc. 1Dana Investment Advisors Inc. 1Gibraltar Capital Management, Inc. 1Raymond James Financial Services Advisors, Inc. 1Snider Advisors 1

CFA advisors in other Texas cities

All of Texas →

Dallas 185Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Frisco 9Westlake 9Southlake 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 Irving, TX?

7 SEC-registered investment adviser representatives at firm offices in Irving, Texas list the CFA designation; United Capital 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 Irving?

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.