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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Puyallup, WA

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

4 CFA charterholders work in Puyallup; the most are at Cwc Advisors, LLC (1). 1 are also registered broker representatives.

CFA advisors in Puyallup, A to Z

Every advisor in Puyallup →

Firms with the most CFA charterholders in Puyallup

Cwc Advisors, LLC 1Hawkins Investment Counsel, LLC 1Investors Portfolio Services LLC 1RBC Capital Markets, LLC 1

CFA advisors in other Washington cities

All of Washington →

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

Questions

How many CFA financial advisors are in Puyallup, WA?

4 SEC-registered investment adviser representatives at firm offices in Puyallup, Washington list the CFA designation; Cwc Advisors, LLC employs the most of them (1).

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 Puyallup?

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.