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CFA charterholders in Mississippi

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

22 advisors

Raymond James & Associates
44yrs
Arthur Finkelberg
Financial advisor
1062 Highland Colony Parkway Suite 100
Ridgeland, MS 39157
Top 1% by experience in Mississippi
CFACFP®Fiduciary
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Moors & Cabot
43yrs
James Coker
Financial advisor
1667 Lelia Drive
Jackson, MS 39216
Top 1% by experience in Mississippi
CFAFiduciary
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Waverly Advisors
36yrs
Douglas Muenzenmay
Financial advisor
800 Woodlands Parkway #208
Ridgeland, MS 39157
Top 7% by experience at Waverly Advisors
CFAFiduciary
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Advocacy Wealth Management
29yrs
David Watson
Financial advisor
Ridgeland, MS
Top 7% by experience at Advocacy Wealth Management
CFAFiduciary
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Bankplus Wealth Advisors
29yrs
Tony Edwards
Financial advisor
1200 Eastover Drive Suite 300
Jackson, MS 39211
Top 12% by experience at Bankplus Wealth Advisors
CFACPA/PFSFiduciary
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Bankplus Wealth Advisors
28yrs
James Clark
Financial advisor
1200 Eastover Drive Suite 300
Jackson, MS 39211
Top 19% by experience at Bankplus Wealth Advisors
CFACFP®Fiduciary
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Raymond James Financial Services Advisors
23yrs
Brady Raanes
Financial advisor
524 Main Street
Hattiesburg, MS 39401
More experience than 68% of advisors nationwide
CFACFP®Fiduciary
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Smith Shellnut Wilson
22yrs
Frank Smith
Financial advisor
661 Sunnybrook Road Suite 130
Ridgeland, MS 39157
Top 25% by experience at Smith Shellnut Wilson
CFAFiduciary
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Collaborative Advice
18yrs
Travis Woods
Financial advisor
Madison, MS
More experience than 55% of advisors nationwide
CFACFP®Fiduciary
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New Perspectives
15yrs
Joshua Taff
Financial advisor
303 Highland Park Cove Suite B
Ridgeland, MS 39157
15 years in the industry
CFAFiduciaryFee-only firm
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New Perspectives
14yrs
Nancy Anderson
Financial advisor
303 Highland PK Cove Suite B
Ridgeland, MS 39157
14 years in the industry
CFAFee-only firm
Call Directions
Stephens
13yrs
Maxwell Neely
Financial advisor
140 Township Avenue, Suite 202
Ridgeland, MS 39157
13 years in the industry
CFAPlanningInvesting
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Smith Shellnut Wilson
12yrs
Matthew Thompson
Financial advisor
661 Sunnybrook Road Suite 130
Ridgeland, MS 39157
12 years in the industry
CFAPlanningInvesting
Call Directions
Lee-Way Financial Services
12yrs
Chad Edmonson
Financial advisor
1711 South 28th Avenue
Hattiesburg, MS 39402
12 years in the industry
CFAFee-only firm
Call Directions
Lefleur Financial
11yrs
Joshua Norris
Financial advisor
2906 N State Street Suite 207
Jackson, MS 39216
11 years in the industry
CFACFP®Fee-only firm
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Resolute Wealth Strategies
11yrs
Michael Puckett
Financial advisor
4400 Old Canton Road Suite 210
Jackson, MS 39211
More experience than 50% of advisors at Resolute Wealth Strategies
CFAPlanningInvesting
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Wealth Management
11yrs
Huiming Sun
Financial advisor
112 Dunton Hill Ln
Clinton, MS 39056
11 years in the industry
CFAFiduciaryFee-only firm
Call Directions
Morgan Stanley
9yrs
Richard Lawrence
Financial advisor
1018 Highland Colony Parkway Suite 105
Ridgeland, MS 39157
9 years in the industry
CFAFiduciary
Call Directions
Bankplus Wealth Advisors
8yrs
Spencer Pipitone
Financial advisor
1200 Eastover Drive Suite 300
Jackson, MS 39211
8 years in the industry
CFAFiduciary
Call Directions
Smith Shellnut Wilson
7yrs
David Williams
Financial advisor
661 Sunnybrook Road Suite 130
Ridgeland, MS 39157
7 years in the industry
CFAPlanningInvesting
Call Directions
Bankplus Wealth Advisors
7yrs
Andrew Hoeniges
Financial advisor
1200 Eastover Drive Suite 300
Jackson, MS 39211
7 years in the industry
CFAInvesting
Call Directions
Hardy Reed
6yrs
Gary Wilson
Financial advisor
300a Enterprise Dr
Oxford, MS 38655
6 years in the industry
CFAFiduciary
Call Directions

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