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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lehi, UT

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

3 CFA charterholders work in Lehi; the most are at Townsquare Capital, LLC (2). 0 are also registered broker representatives.

CFA advisors in Lehi, A to Z

Every advisor in Lehi →

Firms with the most CFA charterholders in Lehi

Townsquare Capital, LLC 2Drive Wealth Advisers 1

CFA advisors in other Utah cities

All of Utah →

Salt Lake City 60Cottonwood Heights 5Alpine 4Park City 4Logan 3

Questions

How many CFA financial advisors are in Lehi, UT?

3 SEC-registered investment adviser representatives at firm offices in Lehi, Utah list the CFA designation; Townsquare Capital, 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 Lehi?

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.