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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Harrisonburg, VA

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

3 CFA charterholders work in Harrisonburg; the most are at Graves Light Lenhart (2). 0 are also registered broker representatives.

CFA advisors in Harrisonburg, A to Z

Every advisor in Harrisonburg →
  • Asa W. GravesGraves Light Lenhart · Chartered Financial Analyst
  • Ashley P. HeatwoleGraves Light Lenhart · Certified Financial Planner, Chartered Financial Analyst
  • Andrew S. LamStrategent Financial, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Harrisonburg

Graves Light Lenhart 2Strategent Financial, 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 4Henrico 3

Questions

How many CFA financial advisors are in Harrisonburg, VA?

3 SEC-registered investment adviser representatives at firm offices in Harrisonburg, Virginia list the CFA designation; Graves Light Lenhart 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 Harrisonburg?

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.