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Designations / CFA charterholders

CFA charterholders in Alabama

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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79 advisors

Saliba Asset Management
41yrs
Raymond Saliba
Financial advisor
112 South Side Square Suite C
Huntsville, AL 35801
Top 3% by experience in Huntsville
CFACFP®
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Financial Economics Consulting Group
41yrs
Robert McLeod
Financial advisor
2316 University Blvd. Suite 201
Tuscaloosa, AL 35401
Top 3% by experience nationwide
CFACFP®
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Greybox Investments
39yrs
Kenneth Carlson
Financial advisor
2301 Morris Avenue Suite 105
Birmingham, AL 35203
Top 5% by experience nationwide
CFA
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Steward Partners Investment Advisory
34yrs
Michael Wiginton
Financial advisor
102 19th St E Suite 200
Jasper, AL 35501
Top advisor by experience in Jasper
CFAFiduciary
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Lanark Financial
33yrs
John Doody
Financial advisor
1927 1st Avenue North
Birmingham, AL 35203
Top 11% by experience nationwide
CFA
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Vulcan Value Partners
31yrs
Clement Fitzpatrick
Financial advisor
Three Protective Center 2801 Highway 280 South, Suite 300
Birmingham, AL 35223
Top advisor by experience at Vulcan Value Partners
CFAFiduciary
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Oakworth Asset Management
31yrs
David McGrath
Financial advisor
1 St. Louis Street Suite 3200
Mobile, AL 36602
Top advisor by experience at Oakworth Asset Management
CFA
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Bonaventure Capital
30yrs
William Reiser
Financial advisor
820 Shades Creek Parkway., Suite. 1200
Birmingham, AL 35209
Top 17% by experience nationwide
CFA
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Captrust
30yrs
Donald Lutomski
Financial advisor
2614 19th Street South
Homewood, AL 35209
Top 15% by experience in Homewood
CFAFiduciary
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RFG Advisory
29yrs
Jonathan Campbell
Financial advisor
1400 Urban Center Drive Suite 475
Vestavia Hills, AL 35242
Top 14% by experience in Vestavia Hills
CFACFP®Fiduciary
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Captrust
29yrs
Beau Williams
Financial advisor
2614 19th Street South
Homewood, AL 35209
Top 17% by experience at Captrust
CFA
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Lanark Financial
29yrs
Darren Hinshaw
Financial advisor
1927 1st Avenue North
Birmingham, AL 35203
Top 19% by experience nationwide
CFAFiduciary
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Captrust
28yrs
John Maloney
Financial advisor
2614 19th Street South
Homewood, AL 35209
Top 17% by experience at Captrust
CFA
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Captrust
28yrs
James Underwood
Financial advisor
2614 19th Street South
Homewood, AL 35209
Top 17% by experience at Captrust
CFA
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Vulcan Value Partners
28yrs
Stephen Simmons
Financial advisor
Three Protective Center 2801 Highway 280 South, Suite 300
Birmingham, AL 35223
Top 20% by experience nationwide
CFAFiduciary
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Waverly Advisors
28yrs
Michael Whitney
Financial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
Top 18% by experience at Waverly Advisors
CFA
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Brol Capital Management
28yrs
Lester Brol
Financial advisor
Hampton Cove, AL
Top 21% by experience nationwide
CFA
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BMSS Wesson Wealth Solutions
28yrs
Dudley Simms
Financial advisor
3500 Colonnade Parkway, Suite 150
Birmingham, AL 35243
Top 20% by experience at BMSS Wesson Wealth Solutions
CFACFP®Fiduciary
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Waverly Advisors
27yrs
Julius Ridgway
Financial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
Top 20% by experience at Waverly Advisors
CFAFiduciary
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Waverly Advisors
27yrs
Brian Hershberger
Financial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
Top 21% by experience at Waverly Advisors
CFACFP®Fiduciary
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Waverly Advisors
27yrs
Melanie Nichols
Financial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
Top 21% by experience at Waverly Advisors
CFACFP®Fiduciary
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Park Place Capital
27yrs
Byron Golden
Financial advisor
2728 19th Place S Suite 160
Homewood, AL 35209
Top advisor by experience at Park Place Capital
CFAFiduciary
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RFG Advisory
26yrs
Clayton Aho
Financial advisor
1400 Urban Center Drive Suite 475
Vestavia Hills, AL 35242
Top 21% by experience in Vestavia Hills
CFAFiduciary
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Welon Partners
26yrs
John Steiner
Financial advisor
105 Tallapoosa Street Suite 109
Montgomery, AL 36104
More experience than 74% of advisors nationwide
CFAFee-only firm
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