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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Alexandria, VA

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

15 CFA charterholders work in Alexandria; the most are at Avenir Corporation (3). 0 are also registered broker representatives.

CFA advisors in Alexandria, A to Z

Every advisor in Alexandria →

Firms with the most CFA charterholders in Alexandria

Avenir Corporation 3McGinn Penninger Investment Management Inc. 28th Street Investments, LLC 1Ballina Capital, LLC 1D'Agaro Financial Advisory LLC 1Evolutionary Tree Capital Management, LLC 1Focus Partners Wealth, LLC 1Gizaw Capital Management, LLC 1Monument Wealth Management 1Rockbridge Asset Management, LLC 1Verdence Capital Advisors, LLC 1Westbourne Investments, Inc. 1

CFA advisors in other Virginia cities

All of Virginia →

Richmond 107Arlington 23McLean 22Vienna 18Norfolk 16Reston 15Virginia Beach 15Charlottesville 13Glen Allen 10Fairfax 5Leesburg 5Lynchburg 5Roanoke 4Tysons Corner 4Williamsburg 4Harrisonburg 3Henrico 3

Questions

How many CFA financial advisors are in Alexandria, VA?

15 SEC-registered investment adviser representatives at firm offices in Alexandria, Virginia list the CFA designation; Avenir Corporation employs the most of them (3).

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 Alexandria?

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.