Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Logan, UT
Every SEC-registered financial advisor at a firm office in Logan who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Logan; the most are at Adams Wealth Advisors (2). 0 are also registered broker representatives.
CFA advisors in Logan, A to Z
Every advisor in Logan →- Tanner T. DanceAndina Advisors · Chartered Financial Analyst
- David P. KastnerAdams Wealth Advisors · Chartered Financial Analyst
- Patrick C. MurphyAdams Wealth Advisors · Chartered Financial Analyst
Firms with the most CFA charterholders in Logan
CFA advisors in other Utah cities
All of Utah →Salt Lake City 60Cottonwood Heights 5Alpine 4Park City 4Lehi 3
Questions
How many CFA financial advisors are in Logan, UT?
3 SEC-registered investment adviser representatives at firm offices in Logan, Utah list the CFA designation; Adams Wealth Advisors 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 Logan?
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.