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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Roanoke, VA

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

The short answer

3 CFA charterholders work in Roanoke; the most are at Captrust (2). 0 are also registered broker representatives.

CFA advisors in Roanoke, A to Z

Every advisor in Roanoke →

Firms with the most CFA charterholders in Roanoke

Captrust 2Cary Street Partners 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 5Tysons Corner 4Williamsburg 4Harrisonburg 3Henrico 3

Questions

How many CFA financial advisors are in Roanoke, VA?

3 SEC-registered investment adviser representatives at firm offices in Roanoke, Virginia list the CFA designation; Captrust 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 Roanoke?

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.