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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Westlake, TX

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

9 CFA charterholders work in Westlake; the most are at Charles Schwab & Co., Inc. (5). 9 are also registered broker representatives.

CFA advisors in Westlake, A to Z

Every advisor in Westlake →
  • Dominic C. AndersonCharles Schwab & Co., Inc. · Chartered Financial Analyst
  • Timothy A. BielikCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Taylor B. HankinsFidelity Institutional Wealth Adviser LLC · Chartered Financial Analyst
  • Schuyler A. MarinCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
  • George MorakisSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Kendrick P. PerrySchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Bushra Tariq RumiSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
  • Kyle J. SmithCharles Schwab & Co., Inc. · Chartered Financial Analyst
  • Sean M. ValadezCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Westlake

Charles Schwab & Co., Inc. 5Schwab Wealth Advisory, Inc. 3Fidelity Institutional Wealth Adviser LLC 1

CFA advisors in other Texas cities

All of Texas →

Dallas 185Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Frisco 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 Westlake, TX?

9 SEC-registered investment adviser representatives at firm offices in Westlake, Texas list the CFA designation; Charles Schwab & Co., Inc. employs the most of them (5).

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 Westlake?

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.