ChooseAFinancialAdvisor.com
Designations / CFA charterholders

CFA charterholders in Delaware

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

AKALARASAZCACOCTDCDEFLGAGUHIIAIDILINKSKYLAMAMDMEMIMNMOMPMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY

22 advisors

Wealthcare Advisory Partners
43yrs
Robert Crowley
Financial advisor
Wilmington, DE
Top 2% by experience in Delaware
CFACFP®Fiduciary
Call Directions
Ashford Capital Management
37yrs
Theodore Ashford
Financial advisor
One Walkers Mill Road
Wilmington, DE 19807
Top 7% by experience nationwide
CFA
Call Directions
Mariner
34yrs
L. Dorsey
Financial advisor
410 Foulk Road Suite. 200a
Wilmington, DE 19803
Top 5% by experience at Mariner
CFA
Call Directions
Diversified
33yrs
James Pollock
Financial advisor
3705 Concord Pike
Wilmington, DE 19803
Top 10% by experience at Diversified
CFAFiduciary
Call Directions
Mercer Global Advisors
33yrs
Paul Baumbach
Financial advisor
7234 Lancaster Pike Suite 220a
Hockessin, DE 19707
Top 5% by experience at Mercer Global Advisors
CFACFP®Fiduciary
Call Directions
Morgan Stanley
33yrs
Paul Bechly
Financial advisor
500 Dupont Field Blvd. Suite 300
Greenville, DE 19807
Top 12% by experience nationwide
CFACFP®Fiduciary
Call Directions
Stifel, Nicolaus & Company
32yrs
Robert Budakian
Financial advisor
4001 Kennett Pike Suite 220
Greenville, DE 19807
Top 13% by experience nationwide
CFAFiduciary
Call Directions
Marvin & Palmer Associates
31yrs
Todd Marvin
Financial advisor
1201 N. Market Street Suite 2300
Wilmington, DE 19801
Top 15% by experience nationwide
CFAFiduciaryFee-only firm
Call Directions
Allspring Funds Management
30yrs
Sean Laird
Financial advisor
Newark, DE
Top 10% by experience at Allspring Funds Management
CFAFiduciary
Call Directions
N1 Advisors
23yrs
Scott Snyder
Financial advisor
131 Continental Drive Suite 206
Newark, DE 19713
More experience than 68% of advisors nationwide
CFACFP®Fiduciary
Call Directions
Allspring Funds Management
21yrs
Rebecca Bench
Financial advisor
Hockessin, DE
More experience than 64% of advisors nationwide
CFAFiduciary
Call Directions
Riversedge Advisors
20yrs
Lauren Mance
Financial advisor
600 N King St Suite 200
Wilmington, DE 19801
More experience than 73% of advisors at Riversedge Advisors
CFAPlanningInvesting
Call Directions
Benchmark Financial
19yrs
Richard Jakotowicz
Financial advisor
2 Righter Parkway Suite 100
Wilmington, DE 19803
More experience than 59% of advisors nationwide
CFACFP®Fiduciary
Call Directions
Westover Capital Advisors
18yrs
Harold Sawyer
Financial advisor
1013 Centre Rd, Suite 405
Wilmington, DE 19805
More experience than 56% of advisors nationwide
CFAPlanningInvesting
Call Directions
Creative Planning
15yrs
Christopher Daniels
Financial advisor
4001 Kennett Pike, Suite 216
Greenville, DE 19807
More experience than 61% of advisors at Creative Planning
CFAPlanningInvesting
Call Directions
Tristate Wealth Advisors
12yrs
Jeffrey Kaczmarczyk
Financial advisor
263 E Main St #B
Newark, DE 19711
12 years in the industry
CFAFiduciaryFee-only firm
Call Directions
Grey FOX Wealth Advisors
11yrs
Theodore Poppe
Financial advisor
100 South Rockland Falls Road
Rockland, DE 19732
Top 20% by experience in Rockland
CFAFiduciary
Call Directions
Insight Financial Strategists
10yrs
Nandita Das
Financial advisor
Newark, DE
10 years in the industry
CFACFP®Fiduciary
Call Directions
Diversified
9yrs
Tyler Procacci
Financial advisor
3705 Concord Pike
Wilmington, DE 19803
9 years in the industry
CFAPlanningInvesting
Call Directions
Steadtrust
8yrs
Robert Mitchell
Financial advisor
1711 Woodlawn Ave
Wilmington, DE 19806
8 years in the industry
CFAFiduciary
Call Directions
Benchmark Financial
New
Ian Pass
Financial advisor
2 Righter Parkway Suite 100
Wilmington, DE 19803
New to the profession
CFAPlanningInvesting
Call Directions

Filter by location and more