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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in McLean, VA

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

The short answer

20 CFA charterholders work in McLean; the most are at West Financial Services, Inc. (4). 5 are also registered broker representatives.

CFA advisors in McLean, A to Z

Every advisor in McLean →

Firms with the most CFA charterholders in McLean

West Financial Services, Inc. 44j Wealth Management, LLC 2Andersen 2Cassaday & Company, Inc. 2Aegis Financial Corporation 1Chesapeake Investment Management LLC 1Creative Planning 1Everett Harris & Co. 1MML Investors Services, LLC 1Monument Wealth Management 1Opal Capital LLC 1Range Advisory, LLC 1The Mather Group, LLC 1Truist Advisory Services, Inc. 1

CFA advisors in other Virginia cities

All of Virginia →

Richmond 107Arlington 23Vienna 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 McLean, VA?

20 SEC-registered investment adviser representatives at firm offices in McLean, Virginia list the CFA designation; West Financial Services, Inc. employs the most of them (4).

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 McLean?

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.