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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Edmonds, WA

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

8 CFA charterholders work in Edmonds; the most are at Zevenbergen Capital Investments LLC (4). 0 are also registered broker representatives.

CFA advisors in Edmonds, A to Z

Every advisor in Edmonds →

Firms with the most CFA charterholders in Edmonds

Zevenbergen Capital Investments LLC 4Harbour Investment Management L.L.C. 1Mindstate Capital LLC 1Parkside Family Office LLC 1Sage Advisors, LLC 1

CFA advisors in other Washington cities

All of Washington →

Seattle 119Bellevue 52Kirkland 9Spokane 8Vancouver 8Bellingham 7Camas 7Mercer Island 7Bainbridge Island 5Gig Harbor 4Puyallup 4Redmond 3Sammamish 3Tacoma 3

Questions

How many CFA financial advisors are in Edmonds, WA?

8 SEC-registered investment adviser representatives at firm offices in Edmonds, Washington list the CFA designation; Zevenbergen Capital Investments LLC employs the most of them (4).

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 Edmonds?

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.