Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Southlake, TX
Every SEC-registered financial advisor at a firm office in Southlake who lists the Chartered Financial Analyst designation, A to Z.
7 CFA charterholders work in Southlake; the most are at Orser Capital Management LLC (2). 2 are also registered broker representatives.
CFA advisors in Southlake, A to Z
Every advisor in Southlake →- Sanjay ChandraTrinity Investors Fund Advisors, LLC · Chartered Financial Analyst
- Justin M. HunterRidgewood Wealth Management LLC · Chartered Financial Analyst
- Daniel S. MeaderTrinity Investors Fund Advisors, LLC · Chartered Financial Analyst
- James B. OrserOrser Capital Management LLC · Chartered Financial Analyst
- William B. OrserOrser Capital Management LLC · Chartered Financial Analyst
- Varun V. SinghPinnacle Stream Capital LLC · Chartered Financial Analyst
- Austin L. TaylorBow Stream Investments LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Southlake
Orser Capital Management LLC 2Trinity Investors Fund Advisors, LLC 2Bow Stream Investments LLC 1Pinnacle Stream Capital LLC 1Ridgewood Wealth Management LLC 1
CFA advisors in other Texas cities
All of Texas →Dallas 185Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Frisco 9Westlake 9Irving 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 Southlake, TX?
7 SEC-registered investment adviser representatives at firm offices in Southlake, Texas list the CFA designation; Orser Capital Management LLC 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 Southlake?
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.