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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Camas, WA

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

The short answer

9 CFA charterholders work in Camas; the most are at Fisher Investments (5). 0 are also registered broker representatives.

CFA advisors in Camas, A to Z

Every advisor in Camas →

Firms with the most CFA charterholders in Camas

Fisher Investments 5Beacon Rock Wealth Advisors 1Hart Investment Management, LLC 1Para Wealth Advisors, Inc. 1Short Put Yield 1

CFA advisors in other Washington cities

All of Washington →

Seattle 116Bellevue 58Kirkland 9Vancouver 9Edmonds 8Mercer Island 8Spokane 8Bellingham 7Bainbridge Island 5Puyallup 4Gig Harbor 3Tacoma 3

Questions

How many CFA financial advisors are in Camas, WA?

9 SEC-registered investment adviser representatives at firm offices in Camas, Washington list the CFA designation; Fisher Investments employs the most of them (5).

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 Camas?

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.