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Designations / CFA charterholders

CFA charterholders in Georgia

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

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361 advisors

Globalt Investments
43yrs
Thomas Martin
Financial advisor
3200 Windy Hill Road, SE Suite 1550e
Atlanta, GA 30339
Top advisor by experience at Globalt Investments
CFA
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Stifel, Nicolaus & Company
43yrs
G. Harden
Financial advisor
33 Bull Street Suite 200
Savannah, GA 31401
Top 2% by experience in Georgia
CFAFiduciary
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Seabridge Investment Advisors
42yrs
Christopher Hohlstein
Financial advisor
1777 Northeast Expressway NE Suite 220
Atlanta, GA 30329
Top advisor by experience at Seabridge Investment Advisors
CFAFiduciary
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LPL Financial
39yrs
Jack Richardson
Financial advisor
1103 Macy Drive
Rosewell, GA 30076
Top 5% by experience in Georgia
CFACFP®Fiduciary
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Atlanta Consulting Group Advisors
39yrs
Michael Malloy
Financial advisor
5600 Glenridge Drive NE Suite 230 - East
Atlanta, GA 30342
Top advisor by experience at Atlanta Consulting Group Advisors
CFAFiduciary
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BIP Wealth
39yrs
Rex Macey
Financial advisor
3575 Piedmont Rd, NE Building 15, Suite 730
Atlanta, GA 30305
Top advisor by experience at BIP Wealth
CFACFP®Fiduciary
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BIP Wealth
38yrs
Marcia Mayoue
Financial advisor
3575 Piedmont Rd, NE Building 15, Suite 730
Atlanta, GA 30305
Top 5% by experience at BIP Wealth
CFACFP®Fiduciary
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Marco Investment Management
36yrs
Steven Marco
Financial advisor
1100 Atlanta Financial Center 3353 Peachtree Road
Atlanta, GA 30326
Top 7% by experience in Georgia
CFA
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Apollon Wealth Management
36yrs
Robert Haggard
Financial advisor
5550 Triangle Parkway, Suite 101
Peachtree Corners, GA 30092
Top 7% by experience in Georgia
CFACFP®Fiduciary
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Globalt Investments
36yrs
Drake Craig
Financial advisor
3200 Windy Hill Road, SE Suite 1550e
Atlanta, GA 30339
Top 7% by experience nationwide
CFA
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Novapoint Capital
35yrs
Frederick Wright
Financial advisor
1175 Peachtree St NE Suite 1825
Atlanta, GA 30361
Top 8% by experience in Atlanta
CFAFiduciary
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Crawford Investment Counsel
35yrs
Geoffrey Delong
Financial advisor
600 Galleria Parkway, SE Suite 1650
Atlanta, GA 30339
Top 8% by experience in Atlanta
CFA
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Cornerstone Investment Partners
35yrs
Dean Morris
Financial advisor
Phipps Tower 3438 Peachtree Road NE, Suite 900
Atlanta, GA 30326
Top advisor by experience at Cornerstone Investment Partners
CFA
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Advisory Services Network
35yrs
John Knox
Financial advisor
900 Ashwood Parkway Suite 500
Atlanta, GA 30338
Top 9% by experience in Atlanta
CFA
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Advisory Services Network
35yrs
John Downing
Financial advisor
900 Ashwood Parkway Suite 500
Atlanta, GA 30338
Top 9% by experience in Atlanta
CFA
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Waverly Advisors
35yrs
David Fields
Financial advisor
3300 Riverwood Parkway Suite 1075
Atlanta, GA 30339
Top 8% by experience at Waverly Advisors
CFAFiduciary
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Wells Fargo Advisors
35yrs
Jeffrey Young
Financial advisor
3424 Peachtree Rd Suite 775
Atlanta, GA 30326
Top 9% by experience in Atlanta
CFAFiduciary
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Willis Investment Counsel
34yrs
Robert Willis
Financial advisor
710 Green Street
Gainesville, GA 30501
Top advisor by experience at Willis Investment Counsel
CFAFiduciary
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Eads & Heald Wealth Management
34yrs
Thomas Heald
Financial advisor
2100 Riveredge Parkway., NW Suite 760
Atlanta, GA 30328
Top 9% by experience in Atlanta
CFAFiduciaryFee-only firm
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Marco Investment Management
34yrs
Kenneth Ezell
Financial advisor
1100 Atlanta Financial Center. 3353 Peachtree Road
Atlanta, GA 30326
Top 9% by experience in Atlanta
CFAFiduciary
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HB Wealth
34yrs
Michael King
Financial advisor
3550 Lenox Rd NE Suite 2700
Atlanta, GA 30326
Top 3% by experience at HB Wealth
CFA
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