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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Plano, TX

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

57 CFA charterholders work in Plano; the most are at Fisher Investments (36). 6 are also registered broker representatives.

CFA advisors in Plano, A to Z

Every advisor in Plano →

Firms with the most CFA charterholders in Plano

Fisher Investments 36Sfmg Wealth Advisors 2Bok Financial Private Wealth, Inc. 1Bok Financial Securities, Inc. 1Capital Analysts 1Cavanal Hill Investment Management, Inc. 1Cx Institutional, LLC 1Ihsan Wealth 1LPL Enterprise, LLC 1Legacy Consulting Group 1Legacy Harbor 1Lifeway Financial Corporation 1Marienplatz Wealth Management LLC 1Mariner 1Morgan Stanley 1

CFA advisors in other Texas cities

All of Texas →

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

57 SEC-registered investment adviser representatives at firm offices in Plano, Texas list the CFA designation; Fisher Investments employs the most of them (36).

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 Plano?

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.