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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lubbock, TX

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

The short answer

3 CFA charterholders work in Lubbock; the most are at Amicus Financial Advisors, LLC (1). 0 are also registered broker representatives.

CFA advisors in Lubbock, A to Z

Every advisor in Lubbock →
  • Kirby D. JacobsonAstoria Strategic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Eric C. McDonaldMcDonald Capital Management · Chartered Financial Analyst
  • David B. TombsAmicus Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Lubbock

Amicus Financial Advisors, LLC 1Astoria Strategic Wealth, Inc. 1McDonald 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 3Lakeway 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in Lubbock, TX?

3 SEC-registered investment adviser representatives at firm offices in Lubbock, Texas list the CFA designation; Amicus Financial Advisors, 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 Lubbock?

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.