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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bainbridge Island, WA

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

5 CFA charterholders work in Bainbridge Island; the most are at Agate Pass Investment, LLC (2). 0 are also registered broker representatives.

CFA advisors in Bainbridge Island, A to Z

Every advisor in Bainbridge Island →

Firms with the most CFA charterholders in Bainbridge Island

Agate Pass Investment, LLC 2Eagle Harbor Asset Management, Inc. 1Pegasus Investment Management LLC 1Regency Capital Management Inc. 1

CFA advisors in other Washington cities

All of Washington →

Seattle 119Bellevue 52Kirkland 9Edmonds 8Spokane 8Vancouver 8Bellingham 7Camas 7Mercer Island 7Gig Harbor 4Puyallup 4Redmond 3Sammamish 3Tacoma 3

Questions

How many CFA financial advisors are in Bainbridge Island, WA?

5 SEC-registered investment adviser representatives at firm offices in Bainbridge Island, Washington list the CFA designation; Agate Pass Investment, 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 Bainbridge Island?

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.