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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Cottonwood Heights, UT

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

5 CFA charterholders work in Cottonwood Heights; the most are at Lido (2). 0 are also registered broker representatives.

CFA advisors in Cottonwood Heights, A to Z

Every advisor in Cottonwood Heights →

Firms with the most CFA charterholders in Cottonwood Heights

Lido 2Brighton Wealth Management, Inc. 1Rock Canyon Capital Management 1Telos Partners LLC 1

CFA advisors in other Utah cities

All of Utah →

Salt Lake City 60Alpine 4Park City 4Lehi 3Logan 3

Questions

How many CFA financial advisors are in Cottonwood Heights, UT?

5 SEC-registered investment adviser representatives at firm offices in Cottonwood Heights, Utah list the CFA designation; Lido 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 Cottonwood Heights?

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.