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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in The Woodlands, TX

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

4 CFA charterholders work in The Woodlands; the most are at Waterway Wealth Management, L.L.C. (2). 0 are also registered broker representatives.

CFA advisors in The Woodlands, A to Z

Every advisor in The Woodlands →
  • Bryan G. KellyHodos Wealth Group, LLC · Chartered Financial Analyst
  • Daniel P. MichalkWaterway Wealth Management, L.L.C. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Karthikeyan RadhakrishnanTitania Investments LLC · Chartered Financial Analyst
  • Daniel R. TrgovichWaterway Wealth Management, L.L.C. · Chartered Financial Analyst

Firms with the most CFA charterholders in The Woodlands

Waterway Wealth Management, L.L.C. 2Hodos Wealth Group, LLC 1Titania Investments LLC 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 4Addison 3College Station 3Colleyville 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in The Woodlands, TX?

4 SEC-registered investment adviser representatives at firm offices in The Woodlands, Texas list the CFA designation; Waterway Wealth Management, L.L.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 The Woodlands?

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.