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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Katy, TX

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

4 CFA charterholders work in Katy; the most are at Beaumont Asset Management, LLC (1). 1 are also registered broker representatives.

CFA advisors in Katy, A to Z

Every advisor in Katy →

Firms with the most CFA charterholders in Katy

Beaumont Asset Management, LLC 1Equitable Advisors, LLC 1Meridian Investment Management, Inc. 1Open Wealth Management 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 5Cedar Park 5McKinney 5Cypress 4The Woodlands 4Addison 3College Station 3Colleyville 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in Katy, TX?

4 SEC-registered investment adviser representatives at firm offices in Katy, Texas list the CFA designation; Beaumont Asset Management, LLC 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 Katy?

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.