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Designations / CFA charterholders

CFA charterholders in Virginia

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

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304 advisors

Cantor Fitzgerald Investment Advisors
47yrs
David Marshall
Financial advisor
800 Main Street 2nd Floor
Lynchburg, VA 24504
Top advisor by experience in Lynchburg
CFAFiduciary
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Davenport & Company
46yrs
Michael Beall
Financial advisor
One James Center 901 E. Cary Street, Suite 1100
Richmond, VA 23219
Top 1% by experience in Richmond
CFAFiduciary
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Rockbridge Asset Management
46yrs
Peter Keefe
Financial advisor
225 Reinekers Lane Suite 625
Alexandria, VA 22314
Top 1% by experience in Virginia
CFAFiduciary
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Sandpiper Capital
45yrs
Thomas Lukic
Financial advisor
999 Waterside Dr #2600
Norfolk, VA 23510
Top 1% by experience in Norfolk
CFA
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Oppenheimer & Co.
44yrs
Russell Good
Financial advisor
The Arrington Building 1802 Bayberry Court - Suite 200
Richmond, VA 23226
Top 1% by experience in Virginia
CFAFiduciary
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Cary Street Partners
43yrs
James Childress
Financial advisor
200 Garrett Street Suite L
Charlottesville, VA 22902
Top 1% by experience nationwide
CFA
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Brockenbrough
43yrs
William Claiborne
Financial advisor
920 Libbie Ave. Suite 201
Richmond, VA 23226
Top advisor by experience at Brockenbrough
CFAFiduciary
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Bluelist Partners
43yrs
Glenn Ryhanych
Financial advisor
300 Ellicott Street Suite A3
Occoquan, VA 22125
Top 2% by experience in Virginia
CFACFP®
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Dakota Wealth
42yrs
Francis Pineno
Financial advisor
7275 Glen Forest Dr. Unit 206
Richmond, VA 23226
Top 3% by experience in Virginia
CFAFiduciary
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Hopwood Financial Services
40yrs
Herbert Hopwood
Financial advisor
10740 Parkridge Blvd. Suite 150
Reston, VA 20191
Top advisor by experience at Hopwood Financial Services
CFACFP®Fiduciary
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Clearstead; Clearstead Advisory Solutions
39yrs
Paul Ferwerda
Financial advisor
150 West Main Street Suite 1700
Norfolk, VA 23510
Top 3% by experience at Clearstead; Clearstead Advisory Solutions
CFAFiduciary
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Avenir
39yrs
James Rooney
Financial advisor
277 South Washington Street Suite 350
Alexandria, VA 22314
Top 5% by experience nationwide
CFAFiduciary
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Discovery Investment Research
39yrs
James Gentrup
Financial advisor
Leesburg, VA
Top 5% by experience nationwide
CFA
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Chase Investment Counsel
39yrs
Peter Tuz
Financial advisor
350 Old Ivy Way, Suite 100
Charlottesville, VA 22903
Top 5% by experience nationwide
CFACFP®Fiduciary
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Davenport & Company
38yrs
Theodore Price
Financial advisor
One James Center 901 E. Cary Street
Richmond, VA 23219
Top 6% by experience nationwide
CFAFiduciary
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Davenport & Company
38yrs
William Calliott
Financial advisor
Highwoods Centre 477 Viking Drive Suite 200
Virginia Beach, VA 23452
Top 6% by experience nationwide
CFAFiduciary
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Davenport & Company
38yrs
Robert Mizell
Financial advisor
One James Center 901 E. Cary Street, Suite 1100
Richmond, VA 23219
Top 6% by experience nationwide
CFAFiduciary
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Brockenbrough
38yrs
Charles Caravati
Financial advisor
920 Libbie Ave. Suite 201
Richmond, VA 23226
Top 6% by experience nationwide
CFAFiduciary
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Hightower Advisors
37yrs
Scott Walker
Financial advisor
1300 17th Street N Suite 840
Arlington, VA 22209
Top 5% by experience in Arlington
CFACFP®Fiduciary
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Chimborazo Investment Research
36yrs
Vernon Plack
Financial advisor
2806 E Broad Street
Richmond, VA 23223
Top 7% by experience nationwide
CFA
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The London Company of Virginia
36yrs
Stephen Goddard
Financial advisor
1800 Bayberry Court, Suite 301
Richmond, VA 23226
Top 6% by experience at The London Company of Virginia
CFAFiduciary
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Cerity Partners
36yrs
Katherine Willis
Financial advisor
150 W. Main Street Suite 1500
Norfolk, VA 23510
Top 3% by experience at Cerity Partners
CFAFiduciary
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Southstate Private Capital Management
36yrs
Robert Fauntleroy
Financial advisor
901 East Cary Street Suite 210
Richmond, VA 23219
Top advisor by experience at Southstate Private Capital Management
CFAFiduciary
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Thompson Siegel & Walmsley
35yrs
Brandon Harrell
Financial advisor
6641 West Broad Street Suite 600
Richmond, VA 23230
Top advisor by experience at Thompson Siegel & Walmsley
CFAFiduciary
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