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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Gig Harbor, WA

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

4 CFA charterholders work in Gig Harbor; the most are at Harborview Asset Management LLC (2). 0 are also registered broker representatives.

CFA advisors in Gig Harbor, A to Z

Every advisor in Gig Harbor →

Firms with the most CFA charterholders in Gig Harbor

Harborview Asset Management LLC 2Aerie Advisory Group LLC 1Opportunus Wealth Management, LLC 1

CFA advisors in other Washington cities

All of Washington →

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

Questions

How many CFA financial advisors are in Gig Harbor, WA?

4 SEC-registered investment adviser representatives at firm offices in Gig Harbor, Washington list the CFA designation; Harborview Asset Management 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 Gig Harbor?

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.