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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Vancouver, WA

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

The short answer

9 CFA charterholders work in Vancouver; the most are at Baker Ellis Asset Management LLC (2). 1 are also registered broker representatives.

CFA advisors in Vancouver, A to Z

Every advisor in Vancouver →

Firms with the most CFA charterholders in Vancouver

Baker Ellis Asset Management LLC 2Synergy Asset Management, LLC 2Ambassador Wealth Management, LLC 1Blue River Capital Management 1James R. Martin Consulting, Inc. 1Marram Investment Management, LLC 1Rivernorth Capital Management, LLC 1

CFA advisors in other Washington cities

All of Washington →

Seattle 116Bellevue 58Camas 9Kirkland 9Edmonds 8Mercer Island 8Spokane 8Bellingham 7Bainbridge Island 5Puyallup 4Gig Harbor 3Tacoma 3

Questions

How many CFA financial advisors are in Vancouver, WA?

9 SEC-registered investment adviser representatives at firm offices in Vancouver, Washington list the CFA designation; Baker Ellis Asset Management 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 Vancouver?

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.