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Designations / CFA charterholders

CFA charterholders in Florida

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

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625 advisors

Barton Investment Management
44yrs
John Riley
Financial advisor
Key Largo, FL
Top advisor by experience in Key Largo
CFAFiduciary
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SVB Wealth
44yrs
Nancy Perez
Financial advisor
11770 US Highway 1 Suite 201
Palm Beach Gardens, FL 33408
Top advisor by experience at SVB Wealth
CFA
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Stifel, Nicolaus & Company
44yrs
Steven Boff
Financial advisor
3777 Tamiami Trail North Suite 300
Naples, FL 34103
Top 1% by experience in Florida
CFA
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Dakota Wealth
43yrs
Donald Loveless
Financial advisor
11376 N. Jog Road Suite 101
Palm Beach Gardens, FL 33418
Top 1% by experience in Florida
CFACFP®Fiduciary
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MAC Investment Management
43yrs
Michael McKee
Financial advisor
Saint Petersburg, FL
Top 2% by experience in Saint Petersburg
CFAFiduciary
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Dakota Wealth
42yrs
Jeffrey Levin
Financial advisor
11376 N. Jog Road Suite 101
Palm Beach Gardens, FL 33418
Top 2% by experience in Florida
CFAFiduciary
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ARS Wealth Advisors
42yrs
Gilbert Ulrich
Financial advisor
111 Second Avenue NE Suite 900
St. Petersburg, FL 33701
Top advisor by experience at ARS Wealth Advisors
CFAFiduciary
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Camarda Wealth Advisory Group
42yrs
Jeffrey Camarda
Financial advisor
4371 US Highway 17 Suite 201
Fleming Island, FL 32003
Top advisor by experience in Fleming Island
CFA
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Cumberland Advisors
42yrs
John Mousseau
Financial advisor
1 S. School Ave., Suite. 900
Sarasota, FL 34237
Top advisor by experience at Cumberland Advisors
CFAFiduciary
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Truist Advisory Services
42yrs
Tom Tagliarini
Financial advisor
401 E. Jackson Street 20th Floor
Tampa, FL 33602
Top 1% by experience at Truist Advisory Services
CFA
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Geneos Wealth Management
41yrs
Jeffrey Helms
Financial advisor
400 N Ponce DE Leon Blvd
St. Augustine, FL 32084
Top 3% by experience in Florida
CFAFiduciary
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Ceeto Capital Group
41yrs
William Canida
Financial advisor
114 Alhambra Circle. Suite. 202
Coral Gables, FL 33134
Top 2% by experience in Coral Gables
CFAFee-only firm
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Ceeto Capital Group
41yrs
Maria Canida
Financial advisor
114 Alhambra Circle Suite 202
Coral Gables, FL 33134
Top 2% by experience in Coral Gables
CFAFee-only firm
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Focus Partners Wealth
40yrs
Richard Steinberg
Financial advisor
5100 Town Center Circle, Tower II Suite 150
Boca Raton, FL 33486
Top 2% by experience at Focus Partners Wealth
CFAFiduciary
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Naples Global Advisors
40yrs
John Suddeth
Financial advisor
856 3rd Avenue South Suite. 200
Naples, FL 34102
Top advisor by experience at Naples Global Advisors
CFA
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Cumberland Advisors
39yrs
Patricia Healy
Financial advisor
1 South School Avenue Suite 900
Sarasota, FL 34237
Top 5% by experience in Florida
CFAFiduciary
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Bionic Capital
39yrs
Dean Erickson
Financial advisor
7901 4th St N #20028
St. Petersburg, FL 33702
Top 3% by experience in St. Petersburg
CFAFiduciary
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Osaic Wealth
39yrs
Peter Farina
Financial advisor
1653 Sun City Center Plaza
Sun City Center, FL 33573
Top 5% by experience in Florida
CFAFiduciary
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Stonebridge Capital Advisors
39yrs
John Schonberg
Financial advisor
250 Tequesta Drive Suite 306
Tequesta, FL 33469
Top advisor by experience at Stonebridge Capital Advisors
CFAFiduciary
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Syntax Research
39yrs
Sandeep Sharma
Financial advisor
150 East Palmetto Park Road Suite 800
Boca Raton, FL 33432
Top 5% by experience in Florida
CFA
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Morgan Stanley
39yrs
David Hood
Financial advisor
Sarasota, FL
Top 5% by experience nationwide
CFAFiduciary
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