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CFA charterholders in Tennessee

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

164 advisors

Carmichael Creel Investments
46yrs
Claude Carmichael
Financial advisor
339 Main Street 2nd Floor
Franklin, TN 37064
Top 1% by experience in Tennessee
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Raymond James Financial Services Advisors
45yrs
James Davis
Financial advisor
2905 12th Ave S Suite 108
Nashville, TN 37204
Top 1% by experience in Nashville
CFAChFC
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Brandon Financial Planning
43yrs
Raymond Brandon
Financial advisor
5101 Wheelis Rd #112
Memphis, TN 38177
Top 1% by experience nationwide
CFACFP®ChFC
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Proffitt & Goodson
43yrs
David Goodson
Financial advisor
4800 Old Kingston Pike
Knoxville, TN 37919
Top advisor by experience at Proffitt & Goodson
CFA
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Highland Capital Management
42yrs
Mark Cronin
Financial advisor
850 Ridge Lake Blvd Suite 205
Memphis, TN 38120
Top advisor by experience at Highland Capital Management
CFAFiduciary
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Newsouth Capital Management
41yrs
David Morrow
Financial advisor
1100 Ridgeway Loop Rd Suite 444
Memphis, TN 38120
Top advisor by experience at Newsouth Capital Management
CFA
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Robert W. Baird & Co.
41yrs
Waymon Tipton
Financial advisor
1600 West End Ave, Suite 1100
Nashville, TN 37203
Top 3% by experience nationwide
CFAFiduciary
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Fielder Capital Group
38yrs
Frank Byrd
Financial advisor
1222 Demonbreun Street Suite 1610
Nashville, TN 37203
Top advisor by experience at Fielder Capital Group
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Newsouth Capital Management
38yrs
Andrew Macqueen
Financial advisor
1100 Ridgeway Loop Rd Suite 444
Memphis, TN 38120
Top 6% by experience nationwide
CFAFiduciary
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Processus Wealth & Capital Management
38yrs
Grady Tabor
Financial advisor
Brentwood, TN
Top 6% by experience nationwide
CFAFiduciary
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Global Retirement Partners
37yrs
Steven Glasgow
Financial advisor
3011 Armory Drive, #250
Nashville, TN 37204
Top 6% by experience nationwide
CFAFiduciary
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Sentry
37yrs
Joseph Morrison
Financial advisor
6070 Poplar Avenue Suite 700
Memphis, TN 38119
Top 6% by experience nationwide
CFAFiduciary
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Shayne & Jacobs
36yrs
William Jacobs
Financial advisor
4015 Hillsboro Pike Suite 203
Nashville, TN 37215
Top 7% by experience nationwide
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Newsouth Capital Management
35yrs
Patrick Danehy
Financial advisor
1100 Ridgeway Loop Rd Suite 444
Memphis, TN 38120
Top 8% by experience in Tennessee
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Patten and Patten
35yrs
Raymond Ryan
Financial advisor
555 Walnut Street Suite 280
Chattanooga, TN 37402
Top 8% by experience nationwide
CFA
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Barksdale Investment Management
32yrs
Nathaniel Grant
Financial advisor
40 Burton Hills Blvd Suite 230
Nashville, TN 37215
Top 13% by experience in Nashville
CFA
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Chickasaw Capital Management
32yrs
Steven Delarosa
Financial advisor
6075 Poplar Ave Suite 720
Memphis, TN 38119
Top 13% by experience nationwide
CFA
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Envision Financial Planning
31yrs
Stacey Hyde
Financial advisor
5100 Poplar Avenue, Suite 2428
Memphis, TN 38137
Top 15% by experience in Tennessee
CFACFP®
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Barksdale Investment Management
31yrs
Melissa Laffer
Financial advisor
40 Burton Hills Blvd Suite 230
Nashville, TN 37215
Top 15% by experience in Tennessee
CFA
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Highland Capital Management
30yrs
Alan Erickson
Financial advisor
850 Ridge Lake Blvd Suite 205
Memphis, TN 38120
Top 16% by experience in Tennessee
CFAFiduciary
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Pantheon Investments
30yrs
Tague Goodhue
Financial advisor
735 Broad Street Suite 709-6
Chattanooga, TN 37402
Top 17% by experience in Tennessee
CFA
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Delta Asset Management
29yrs
David Smith
Financial advisor
700 Colonial Rd Suite 220
Memphis, TN 38117
Top 18% by experience in Tennessee
CFACFP®
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Captrust
29yrs
William Reed
Financial advisor
5314 Maryland Way, Suite. 300
Brentwood, TN 37027
Top 17% by experience at Captrust
CFACFP®
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