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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Rockwall, TX

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

3 CFA charterholders work in Rockwall; the most are at Lifetime Wealth Management P.C. (2). 0 are also registered broker representatives.

CFA advisors in Rockwall, A to Z

Every advisor in Rockwall →

Firms with the most CFA charterholders in Rockwall

Lifetime Wealth Management P.C. 2Mercer Global Advisors Inc. 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 4Katy 4The Woodlands 4Addison 3College Station 3Colleyville 3Pflugerville 3

Questions

How many CFA financial advisors are in Rockwall, TX?

3 SEC-registered investment adviser representatives at firm offices in Rockwall, Texas list the CFA designation; Lifetime Wealth Management P.C. 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 Rockwall?

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.