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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Mercer Island, WA

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

7 CFA charterholders work in Mercer Island; the most are at Northwest Asset Management (3). 1 are also registered broker representatives.

CFA advisors in Mercer Island, A to Z

Every advisor in Mercer Island →

Firms with the most CFA charterholders in Mercer Island

Northwest Asset Management 3Coldstream Wealth Management 1Dlk Investment Advisors, LLC 1LPL Financial LLC 1The Caprock Group, LLC 1

CFA advisors in other Washington cities

All of Washington →

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

Questions

How many CFA financial advisors are in Mercer Island, WA?

7 SEC-registered investment adviser representatives at firm offices in Mercer Island, Washington list the CFA designation; Northwest Asset Management employs the most of them (3).

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 Mercer Island?

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.