Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Park City, UT
Every SEC-registered financial advisor at a firm office in Park City who lists the Chartered Financial Analyst designation, A to Z.
4 CFA charterholders work in Park City; the most are at Focus Partners Wealth, LLC (1). 0 are also registered broker representatives.
CFA advisors in Park City, A to Z
Every advisor in Park City →- Jonathan A. BrogaardGaard Capital LLC · Chartered Financial Analyst
- Bryan D. CannonOnedigital · Chartered Financial Analyst
- Giridhar M. ReddyQuantum Capital Advisors, LLC · Chartered Financial Analyst
- Richard D. SteinbergFocus Partners Wealth, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Park City
Focus Partners Wealth, LLC 1Gaard Capital LLC 1Onedigital 1Quantum Capital Advisors, LLC 1
CFA advisors in other Utah cities
All of Utah →Questions
How many CFA financial advisors are in Park City, UT?
4 SEC-registered investment adviser representatives at firm offices in Park City, Utah list the CFA designation; Focus Partners Wealth, LLC employs the most of them (1).
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 Park City?
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.