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CFA charterholders in Texas

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

763 advisors

Oxbow Advisors
47yrs
James Oakley
Financial advisor
200 West 6th Street Suite 1920
Austin, TX 78701
Top advisor by experience in Austin
CFACFP®Fiduciary
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Wells Fargo Advisors
47yrs
Shannon Thacker
Financial advisor
2700 Post Oak Blvd Suite 900
Houston, TX 77056
Top 1% by experience in Houston
CFAFiduciary
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Chilton Capital Management
45yrs
Bruce Garrison
Financial advisor
1177 West Loop South Suite 1200
Houston, TX 77027
Top advisor by experience at Chilton Capital Management
CFA
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Oppenheimer & Co.
44yrs
David Bittermann
Financial advisor
Wells Fargo Tower 201 Main Street, Suite 828
Fort Worth, TX 76102
Top 1% by experience in Fort Worth
CFAFiduciary
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Sequent Asset Management
43yrs
Timothy Hartzell
Financial advisor
952 Echo Lane, Suite 312
Houston, TX 77024
Top 1% by experience in Texas
CFA
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Beacon Financial Advisors
42yrs
Marcel Hebert
Financial advisor
1800 St. James Place Suite 101
Houston, TX 77056
Top 2% by experience in Texas
CFACFP®
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Academy Capital Management
41yrs
Scott Granowski
Financial advisor
500 N Valley Mills Suite 200
Waco, TX 76710
Top advisor by experience at Academy Capital Management
CFA
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RBC Capital Markets
41yrs
Terry Sherman
Financial advisor
5301 SW Parkway, Building 2 Suite 300
Austin, TX 78735
Top 3% by experience in Austin
CFACFP®Fiduciary
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Boyce & Associates Wealth Consulting
41yrs
Thomas Kemler
Financial advisor
3109 Kenai Dr. Suite 107
Cedar Park, TX 78613
Top advisor by experience at Boyce & Associates Wealth Consulting
CFA
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Miller Global Investments
41yrs
Scott Miller
Financial advisor
5949 Sherry Lane Suite 1050
Dallas, TX 75225
Top 3% by experience in Texas
CFA
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Adell Harriman & Carpenter
40yrs
Leia Carpenter
Financial advisor
2700 Post Oak Blvd Suite 1200
Houston, TX 77056
Top advisor by experience at Adell Harriman & Carpenter
CFA
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REK Advisors
40yrs
Roger King
Financial advisor
5615 Kirby Drive Suite 630
Houston, TX 77005
Top 3% by experience in Texas
CFAFiduciary
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Century Management Financial Advisors
40yrs
Aaron Buckholtz
Financial advisor
805 Las Cimas Parkway Suite 305
Austin, TX 78746
Top advisor by experience at Century Management Financial Advisors
CFAFiduciary
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Trinvest Advisors
40yrs
Mark Scott
Financial advisor
Volente, TX
Top 4% by experience in Texas
CFA
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Alpha Capital Management
40yrs
Buddie Ballard
Financial advisor
5407 Parkcrest Drive 2nd Floor
Austin, TX 78731
Top advisor by experience at Alpha Capital Management
CFAFiduciary
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Meridian Investment Management
40yrs
Lanny Barbee
Financial advisor
Katy, TX
Top 3% by experience in Katy
CFA
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Burford Brothers
40yrs
Charles Burford
Financial advisor
7001 Preston Road Suite 405
Dallas, TX 75205
Top advisor by experience at Burford Brothers
CFAFiduciary
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LEE Financial
39yrs
Richard Lee
Financial advisor
8350 N. Central Expressway, Suite 1800
Dallas, TX 75206
Top advisor by experience at LEE Financial
CFACFP®
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Stephens
39yrs
Nicholas Beare
Financial advisor
200/300 Crescent Court
Dallas, TX 75201
Top 5% by experience in Texas
CFA
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Ferri Investment Solutions
38yrs
Richard Ferri
Financial advisor
San Saba, TX
Top 5% by experience in Texas
CFAFiduciary
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Luther King Capital Management
37yrs
Ira Hester
Financial advisor
301 Commerce Street Suite 1600
Fort Worth, TX 76102
Top 4% by experience in Fort Worth
CFACIC
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LEE Financial
37yrs
Ronald Jones
Financial advisor
8350 N. Central Expressway Suite 1800
Dallas, TX 75206
Top 6% by experience in Texas
CFA
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