Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Norfolk, VA
Every SEC-registered financial advisor at a firm office in Norfolk who lists the Chartered Financial Analyst designation, A to Z.
The short answer
16 CFA charterholders work in Norfolk; the most are at Clearstead; Clearstead Advisory Solutions (7). 1 are also registered broker representatives.
CFA advisors in Norfolk, A to Z
Every advisor in Norfolk →- Amie S. BatyClearstead; Clearstead Advisory Solutions · Chartered Financial Analyst
- Stephen J. BoweryClearstead; Clearstead Advisory Solutions · Certified Financial Planner, Chartered Financial Analyst
- Paul A. FerwerdaClearstead; Clearstead Advisory Solutions · Chartered Financial Analyst
- Henry U. Harris IIICerity Partners Retirement Plan Consultants · Chartered Financial Analyst
- David R. Kenerson Jr.Virginia Global Asset Management, LLC · Chartered Financial Analyst
- Thomas A. LukicSandpiper Capital, LLC · Chartered Financial Analyst
- Thomas F. McNallyClearstead; Clearstead Advisory Solutions · Chartered Financial Analyst
- Sean S. MeehanBrown Advisory · Chartered Financial Analyst
- Daniel J. PizetoskiClearstead; Clearstead Advisory Solutions · Chartered Financial Analyst
- Daniel F. PowellClearstead; Clearstead Advisory Solutions · Chartered Financial Analyst
- Luke H. ScanlanClearstead; Clearstead Advisory Solutions · Chartered Financial Analyst
- Scott E. SingorUBS Financial Services Inc. · Chartered Financial Analyst
- Jonathan L. TaylorCerity Partners LLC · Chartered Financial Analyst
- Justin A. ToppingCerity Partners LLC · Chartered Financial Analyst
- Katherine C. WillisCerity Partners Retirement Plan Consultants · Chartered Financial Analyst
- William N. ZakZak Investment Management Company, LLC · Chartered Financial Analyst
Firms with the most CFA charterholders in Norfolk
Clearstead; Clearstead Advisory Solutions 7Cerity Partners LLC 4Cerity Partners Retirement Plan Consultants 3Brown Advisory 1Sandpiper Capital, LLC 1UBS Financial Services Inc. 1Virginia Global Asset Management, LLC 1Zak Investment Management Company, LLC 1
CFA advisors in other Virginia cities
All of Virginia →Richmond 107Arlington 23McLean 22Vienna 18Alexandria 15Reston 15Virginia Beach 15Charlottesville 13Glen Allen 10Fairfax 5Leesburg 5Lynchburg 5Roanoke 4Tysons Corner 4Williamsburg 4Harrisonburg 3Henrico 3
Questions
How many CFA financial advisors are in Norfolk, VA?
16 SEC-registered investment adviser representatives at firm offices in Norfolk, Virginia list the CFA designation; Clearstead; Clearstead Advisory Solutions employs the most of them (7).
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 Norfolk?
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.