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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lakeway, TX

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

The short answer

3 CFA charterholders work in Lakeway; the most are at Coyle Capital, LLC (1). 0 are also registered broker representatives.

CFA advisors in Lakeway, A to Z

Every advisor in Lakeway →

Firms with the most CFA charterholders in Lakeway

Coyle Capital, LLC 1Financial Gravity Family Office Services, LLC 1Town Lake Capital Management 1

CFA advisors in other Texas cities

All of Texas →

Dallas 203Houston 185Austin 156Plano 63San Antonio 51Fort Worth 46Westlake 13Frisco 10Irving 9Southlake 7Sugar Land 6The Woodlands 6Bellaire 5McKinney 5Cedar Park 4Colleyville 4Katy 4Midland 4College Station 3Cypress 3Lubbock 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in Lakeway, TX?

3 SEC-registered investment adviser representatives at firm offices in Lakeway, Texas list the CFA designation; Coyle Capital, 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 Lakeway?

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.