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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Tacoma, WA

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

3 CFA charterholders work in Tacoma; the most are at Stolz & Associates, Ps (2). 0 are also registered broker representatives.

CFA advisors in Tacoma, A to Z

Every advisor in Tacoma →
  • Derek C. DzingleStolz & Associates, Ps · Certified Financial Planner, Chartered Financial Analyst
  • Tatum SteeleIndependent Financial Partners · Chartered Financial Analyst
  • Andrew C. StolzStolz & Associates, Ps · Chartered Financial Analyst

Firms with the most CFA charterholders in Tacoma

Stolz & Associates, Ps 2Independent Financial Partners 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 4Redmond 3Sammamish 3

Questions

How many CFA financial advisors are in Tacoma, WA?

3 SEC-registered investment adviser representatives at firm offices in Tacoma, Washington list the CFA designation; Stolz & Associates, Ps 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 Tacoma?

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.