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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Glen Allen, VA

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

10 CFA charterholders work in Glen Allen; the most are at Atlantic Union Municipal Advisors, Inc. (2). 2 are also registered broker representatives.

CFA advisors in Glen Allen, A to Z

Every advisor in Glen Allen →
  • Robert S. BowmanRobert W. Baird & Co. Incorporated · Chartered Financial Analyst
  • Timothy C. CallThe Capital Management Corporation · Chartered Financial Analyst
  • James S. CashmoreCapitol Securities Management, Inc. · Chartered Financial Analyst
  • Todd C. KuimjianVirginia Estate And Retirement Planning Advisors, Inc. · Chartered Financial Analyst
  • Mark W. LivesayThe Capital Management Corporation · Chartered Financial Analyst
  • Jennifer H. LuzzattoStrathmore Capital Advisors · Certified Financial Planner, Chartered Financial Analyst
  • John F. OckermanAtlantic Union Municipal Advisors, Inc. · Chartered Financial Analyst
  • Neil J. PowersVectors Asset Management · Chartered Financial Analyst
  • John G. SpiersThe Main Street Group · Chartered Financial Analyst
  • Mitchell P. YorkAtlantic Union Municipal Advisors, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Glen Allen

Atlantic Union Municipal Advisors, Inc. 2The Capital Management Corporation 2Capitol Securities Management, Inc. 1Robert W. Baird & Co. Incorporated 1Strathmore Capital Advisors 1The Main Street Group 1Vectors Asset Management 1Virginia Estate And Retirement Planning Advisors, Inc. 1

CFA advisors in other Virginia cities

All of Virginia →

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

Questions

How many CFA financial advisors are in Glen Allen, VA?

10 SEC-registered investment adviser representatives at firm offices in Glen Allen, Virginia list the CFA designation; Atlantic Union Municipal Advisors, Inc. 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 Glen Allen?

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.