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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Falls Church, VA

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

The short answer

3 CFA charterholders work in Falls Church; the most are at Beacon Pointe Advisors, LLC (1). 1 are also registered broker representatives.

CFA advisors in Falls Church, A to Z

Every advisor in Falls Church →
  • Cody JamesBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Lawrence J. LeeFocus Partners Wealth, LLC · Chartered Financial Analyst
  • Xiaoxiao LouEdward Jones · Chartered Financial Analyst

Firms with the most CFA charterholders in Falls Church

Beacon Pointe Advisors, LLC 1Edward Jones 1Focus Partners Wealth, LLC 1

CFA advisors in other Virginia cities

All of Virginia →

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

Questions

How many CFA financial advisors are in Falls Church, VA?

3 SEC-registered investment adviser representatives at firm offices in Falls Church, Virginia list the CFA designation; Beacon Pointe Advisors, 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 Falls Church?

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.