Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Kirkland, WA
Every SEC-registered financial advisor at a firm office in Kirkland who lists the Chartered Financial Analyst designation, A to Z.
9 CFA charterholders work in Kirkland; the most are at Focus Partners Wealth, LLC (2). 3 are also registered broker representatives.
CFA advisors in Kirkland, A to Z
Every advisor in Kirkland →- Ronald K. ChanLakeside Financial Inc. · Chartered Financial Analyst
- Daniel J. GoldmanRaymond James & Associates, Inc. · Chartered Financial Analyst
- Nemanja GrujicicNorth Pine Strategic Wealth · Certified Financial Planner, Chartered Financial Analyst
- Derek J. LeonardMorgan Stanley · Chartered Financial Analyst
- Joseph M. MaasSpg Advisors LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Thomas C. MyersFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jon C. SnareFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Catherine W. Tong-LeeMorgan Stanley · Chartered Financial Analyst
- Darren R. TymchyshynHot Creek Capital, L.L.C. · Chartered Financial Analyst
Firms with the most CFA charterholders in Kirkland
Focus Partners Wealth, LLC 2Morgan Stanley 2Hot Creek Capital, L.L.C. 1Lakeside Financial Inc. 1North Pine Strategic Wealth 1Raymond James & Associates, Inc. 1Spg Advisors LLC 1
CFA advisors in other Washington cities
All of Washington →Seattle 119Bellevue 52Edmonds 8Spokane 8Vancouver 8Bellingham 7Camas 7Mercer Island 7Bainbridge Island 5Gig Harbor 4Puyallup 4Redmond 3Sammamish 3Tacoma 3
Questions
How many CFA financial advisors are in Kirkland, WA?
9 SEC-registered investment adviser representatives at firm offices in Kirkland, Washington list the CFA designation; Focus Partners Wealth, 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 Kirkland?
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.