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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in St. George, UT

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

The short answer

3 CFA charterholders work in St. George; the most are at Soltis Investment Advisors, LLC (2). 0 are also registered broker representatives.

CFA advisors in St. George, A to Z

Every advisor in St. George →

Firms with the most CFA charterholders in St. George

Soltis Investment Advisors, LLC 2Harborview Asset Management LLC 1

CFA advisors in other Utah cities

All of Utah →

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

Questions

How many CFA financial advisors are in St. George, UT?

3 SEC-registered investment adviser representatives at firm offices in St. George, Utah list the CFA designation; Soltis Investment Advisors, 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 St. George?

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.