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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Leesburg, VA

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

5 CFA charterholders work in Leesburg; the most are at Ameriprise Financial Services, LLC (1). 1 are also registered broker representatives.

CFA advisors in Leesburg, A to Z

Every advisor in Leesburg →
  • Gregory R. FreseAmeriprise Financial Services, LLC · Chartered Financial Analyst
  • James E. GentrupDiscovery Investment Research LLC · Chartered Financial Analyst
  • Jeffrey A. GordonSteigerwald, Gordon & Koch - Wealth Advisors · Chartered Financial Analyst
  • Luke JacksonAmj Financial Wealth Management LLC · Chartered Financial Analyst
  • John P. RathnamRathnam Capital, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Leesburg

Ameriprise Financial Services, LLC 1Amj Financial Wealth Management LLC 1Discovery Investment Research LLC 1Rathnam Capital, LLC 1Steigerwald, Gordon & Koch - Wealth Advisors 1

CFA advisors in other Virginia cities

All of Virginia →

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

Questions

How many CFA financial advisors are in Leesburg, VA?

5 SEC-registered investment adviser representatives at firm offices in Leesburg, Virginia list the CFA designation; Ameriprise Financial Services, 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 Leesburg?

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.