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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Williamsburg, VA

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

4 CFA charterholders work in Williamsburg; the most are at Bay Rivers Group Wealth Partners (1). 2 are also registered broker representatives.

CFA advisors in Williamsburg, A to Z

Every advisor in Williamsburg →
  • Will P. GibsonBay Rivers Group Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
  • Peter H. GoreLevel Four Advisory Services · Certified Financial Planner, Chartered Financial Analyst
  • David W. HomardWin Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Ryan B. LeeWells Fargo Clearing Services, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Williamsburg

Bay Rivers Group Wealth Partners 1Level Four Advisory Services 1Wells Fargo Clearing Services, LLC 1Win Advisors, Inc. 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 5Roanoke 4Tysons Corner 4Harrisonburg 3Henrico 3

Questions

How many CFA financial advisors are in Williamsburg, VA?

4 SEC-registered investment adviser representatives at firm offices in Williamsburg, Virginia list the CFA designation; Bay Rivers Group Wealth Partners employs the most of them (1).

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 Williamsburg?

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.