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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lynchburg, VA

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

5 CFA charterholders work in Lynchburg; the most are at Cantor Fitzgerald Investment Advisors (3). 1 are also registered broker representatives.

CFA advisors in Lynchburg, A to Z

Every advisor in Lynchburg →
  • Norman D. Darden IIICantor Fitzgerald Investment Advisors · Chartered Financial Analyst
  • David J. MarshallCantor Fitzgerald Investment Advisors · Chartered Financial Analyst
  • Joseph S. MorrellCantor Fitzgerald Investment Advisors · Chartered Financial Analyst
  • John M. StoneStifel, Nicolaus & Company, Incorporated · Chartered Financial Analyst
  • Charles B. WhitePettyjohn, Wood & White, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Lynchburg

Cantor Fitzgerald Investment Advisors 3Pettyjohn, Wood & White, Inc. 1Stifel, Nicolaus & Company, Incorporated 1

CFA advisors in other Virginia cities

All of Virginia →

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

Questions

How many CFA financial advisors are in Lynchburg, VA?

5 SEC-registered investment adviser representatives at firm offices in Lynchburg, Virginia list the CFA designation; Cantor Fitzgerald Investment Advisors 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 Lynchburg?

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.