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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Virginia Beach, VA

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

15 CFA charterholders work in Virginia Beach; the most are at Back Bay Advisors, LLC (2). 6 are also registered broker representatives.

CFA advisors in Virginia Beach, A to Z

Every advisor in Virginia Beach →

Firms with the most CFA charterholders in Virginia Beach

Back Bay Advisors, LLC 2Davenport & Company LLC 2Truist Advisory Services, Inc. 2Vantage Consulting Group Inc. 2Beacon Harbor Wealth Advisors 1Flexpath Strategies 1Martello Retirement And Wealth, LLC 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 1UBS Financial Services Inc. 1Wealthtrak Advisors 1

CFA advisors in other Virginia cities

All of Virginia →

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

Questions

How many CFA financial advisors are in Virginia Beach, VA?

15 SEC-registered investment adviser representatives at firm offices in Virginia Beach, Virginia list the CFA designation; Back Bay Advisors, LLC 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 Virginia Beach?

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.