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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bellingham, WA

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

The short answer

7 CFA charterholders work in Bellingham; the most are at Saturna Capital Corporation (6). 6 are also registered broker representatives.

CFA advisors in Bellingham, A to Z

Every advisor in Bellingham →
  • Elizabeth W. AlmSaturna Capital Corporation · Chartered Financial Analyst
  • Shamil DevjiSaturna Capital Corporation · Chartered Financial Analyst
  • Patrick T. DrumSaturna Capital Corporation · Certified Financial Planner, Chartered Financial Analyst
  • Bryce R. FegleySaturna Capital Corporation · Chartered Financial Analyst
  • William B. JonesSaturna Capital Corporation · Chartered Financial Analyst
  • Christopher W. LangTradewinds Capital Management, LLC · Chartered Financial Analyst
  • Levi S. ZurbruggSaturna Capital Corporation · Chartered Financial Analyst

Firms with the most CFA charterholders in Bellingham

Saturna Capital Corporation 6Tradewinds Capital Management, LLC 1

CFA advisors in other Washington cities

All of Washington →

Seattle 116Bellevue 58Camas 9Kirkland 9Vancouver 9Edmonds 8Mercer Island 8Spokane 8Bainbridge Island 5Puyallup 4Gig Harbor 3Tacoma 3

Questions

How many CFA financial advisors are in Bellingham, WA?

7 SEC-registered investment adviser representatives at firm offices in Bellingham, Washington list the CFA designation; Saturna Capital Corporation employs the most of them (6).

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 Bellingham?

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.