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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Redmond, WA

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

3 CFA charterholders work in Redmond; the most are at Colmina, LLC (1). 0 are also registered broker representatives.

CFA advisors in Redmond, A to Z

Every advisor in Redmond →

Firms with the most CFA charterholders in Redmond

Colmina, LLC 1Integrated Wealth Concepts LLC 1Pure Financial Advisors, 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 4Puyallup 4Sammamish 3Tacoma 3

Questions

How many CFA financial advisors are in Redmond, WA?

3 SEC-registered investment adviser representatives at firm offices in Redmond, Washington list the CFA designation; Colmina, 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 Redmond?

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.