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Designations / CFA charterholders

CFA charterholders in Nevada

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

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41 advisors

Belpointe Asset Management
47yrs
John Lauroesch
Financial advisor
500 Damonte Ranch Parkway Building 700, Unit 700
Reno, NV 89521
Top advisor by experience at Belpointe Asset Management
CFAFiduciary
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Fairbanks Capital Management
47yrs
Steven Re
Financial advisor
Gardnerville, NV
Top advisor by experience in Gardnerville
CFAFiduciary
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Federated Investment Counseling
36yrs
Thomas Schinabeck
Financial advisor
Las Vegas, NV
Top 5% by experience at Federated Investment Counseling
CFA
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Belpointe Asset Management
35yrs
David Nelson
Financial advisor
500 Damonte Ranch Parkway Building 700, Unit 700
Reno, NV 89521
Top 8% by experience in Nevada
CFAFiduciary
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Rubey & Rust Capital Management
34yrs
Margaret Rust
Financial advisor
Crystal Bay, NV
Top 10% by experience in Nevada
CFAFiduciary
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Belpointe Asset Management
34yrs
Dana Crosby
Financial advisor
500 Damonte Ranch Parkway Building 700, Unit 700
Reno, NV 89521
Top 10% by experience in Nevada
CFACFP®Fiduciary
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RBC Securities
32yrs
Leo Hamill
Financial advisor
10801 West Charleston Boulevard 2nd Floor
Las Vegas, NV 89135
Top 6% by experience at RBC Securities
CFAFiduciary
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Gilpin Wealth Management
31yrs
Brooks Rarden
Financial advisor
Las Vegas, NV
Top 12% by experience in Las Vegas
CFA
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MML Investors Services
31yrs
Raymond Yin
Financial advisor
Henderson, NV
Top 14% by experience in Henderson
CFAFiduciary
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Yh&c Investments
28yrs
Yale Bock
Financial advisor
2230 Paradise
Las Vegas, NV 89104
Top 19% by experience in Las Vegas
CFAFiduciary
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Independent Advisor Alliance
27yrs
Robert Green
Financial advisor
930 Tahoe Blvd. Suite 802-164
Incline Village, NV 89451
Top 22% by experience nationwide
CFA
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The Wealth Consulting Group
27yrs
James Worden
Financial advisor
8925 West Post Road 2nd Floor
Las Vegas, NV 89148
Top 20% by experience in Las Vegas
CFAFiduciary
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Houssels Capital Management
27yrs
Eric Houssels
Financial advisor
2820 W. Charleston Blvd. Suite. 20
Las Vegas, NV 89102
Top 21% by experience in Las Vegas
CFAFiduciaryFee-only firm
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Benefit Financial Services Group
26yrs
Martina Schackman
Financial advisor
Reno, NV
Top 25% by experience nationwide
CFACFP®Fiduciary
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Monocot Wealth Management
25yrs
Josephus Teurlings
Financial advisor
10161 Park Run Drive Suite 150
Las Vegas, NV 89145
More experience than 73% of advisors in Las Vegas
CFACFP®Fiduciary
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Advice and Planning Services
24yrs
James Peters
Financial advisor
Henderson, NV
Top 23% by experience at Advice and Planning Services
CFACFP®Fiduciary
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Perigon Wealth Management
24yrs
Charles Pinson-Rose
Financial advisor
Reno, NV
More experience than 70% of advisors nationwide
CFAPlanningInvesting
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Belpointe Asset Management
24yrs
Peter Barcia
Financial advisor
500 Damonte Ranch Parkway Building 700, Unit 700
Reno, NV 89521
More experience than 72% of advisors at Belpointe Asset Management
CFAFiduciary
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Squires LAW & Squires Investments
19yrs
Aaron Squires
Financial advisor
Reno, NV
More experience than 59% of advisors nationwide
CFACFP®Fiduciary
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Sequoia Financial Group
18yrs
Brett Myer
Financial advisor
9139 W. Russell Rd., Suite. 200
Las Vegas, NV 89148
More experience than 69% of advisors at Sequoia Financial Group
CFAFiduciary
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Firmament Financial
18yrs
Lee Hernandez
Financial advisor
Reno, NV
More experience than 56% of advisors in Nevada
CFACFP®Fiduciary
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