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Designations / CFA charterholders

CFA charterholders in Washington

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

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275 advisors

Cetera Investment Advisers
44yrs
John Kozol
Financial advisor
11400 SE 8th St Suite 205
Bellevue, WA 98004
Top 1% by experience in Bellevue
CFA
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Lesa Sroufe & Company
44yrs
Lesa Sroufe
Financial advisor
1200 5th Avenue; Suite 1200
Seattle, WA 98101
Top 1% by experience in Seattle
CFA
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Breakwater Investment Management
42yrs
Joseph Turley
Financial advisor
2033 Sixth Avenue #1010
Seattle, WA 98121
Top 2% by experience in Seattle
CFACFP®Fiduciary
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Northwest Capital Management
41yrs
Scott Rhodes
Financial advisor
601 Union Street Suite 2600
Seattle, WA 98101
Top advisor by experience at Northwest Capital Management
CFAFiduciary
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United Capital Financial Advisors
41yrs
Gary Mitchell
Financial advisor
601 Union Street Suite 5301
Seattle, WA 98101
Top 3% by experience in Washington
CFAFiduciary
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Waverly Advisors
41yrs
Scott Fisher
Financial advisor
450 Alaskan Way S
Seattle, WA 98104
Top 3% by experience in Washington
CFACFP®
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Smart Portfolios
40yrs
Philip Murphy
Financial advisor
17849 Ballinger Way NE
Lake Forest Park, WA 98155
Top 4% by experience in Washington
CFAFiduciary
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Badgley Phelps Wealth Managers
40yrs
Gregory Robinson
Financial advisor
1420 Fifth Avenue Suite 3200
Seattle, WA 98101
Top 4% by experience in Seattle
CFAFiduciary
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Zevenbergen Capital Investments
40yrs
Nancy Zevenbergen
Financial advisor
326 Admiral Way Suite 200
Edmonds, WA 98020
Top 4% by experience in Washington
CFA
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Badgley Phelps Wealth Managers
40yrs
Steven Phelps
Financial advisor
1420 Fifth Avenue Suite 3200
Seattle, WA 98101
Top 4% by experience in Seattle
CFACIC
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Hamrick Investment Counsel
39yrs
Roy Hamrick
Financial advisor
2033 Sixth Avenue, Suite 820
Seattle, WA 98121
Top 4% by experience in Washington
CFA
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Evergreen Capital Management
37yrs
Michelle Watson
Financial advisor
1412 112th Ave NE Suite 100
Bellevue, WA 98004
Top 5% by experience in Washington
CFAFiduciary
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Baker Ellis Asset Management
37yrs
Brian Baker
Financial advisor
805 Broadway St. Suite 400
Vancouver, WA 98660
Top advisor by experience at Baker Ellis Asset Management
CFA
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Hawkins Investment Counsel
37yrs
Thomas Morton
Financial advisor
Puyallup, WA
Top 6% by experience in Washington
CFA
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Hohimer Wealth Management
37yrs
Alex Peters
Financial advisor
One Union Square 600 University Street, Suite 2401
Seattle, WA 98101
Top 6% by experience in Seattle
CFA
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Talbot Financial
36yrs
Thomas Swoffer
Financial advisor
10500 NE 8th Street, #1700
Bellevue, WA 98004
Top 6% by experience in Washington
CFAFiduciary
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LNW
36yrs
Ronald Albahary
Financial advisor
801 Second Avenue, Suite 1600
Seattle, WA 98104
Top advisor by experience at LNW
CFAFiduciary
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Freestone Capital Management
35yrs
Peter Wicklund
Financial advisor
701 5th Avenue 74th Floor
Seattle, WA 98104
Top 3% by experience at Freestone Capital Management
CFAFiduciary
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United Capital Financial Advisors
35yrs
Shari Burns
Financial advisor
601 Union Street Suite 5301
Seattle, WA 98101
Top 7% by experience in Washington
CFAFiduciary
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Informed Investors Group
35yrs
Steven Koenig
Financial advisor
Seattle, WA
Top 7% by experience in Washington
CFA
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Ambassador Wealth Management
35yrs
Stuart Quint
Financial advisor
7720 NE Vancouver Mall Drive Suite 100
Vancouver, WA 98662
Top 6% by experience in Vancouver
CFA
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Aerie Advisory Group
35yrs
Holly D'annunzio
Financial advisor
3025 Harborview Drive
Gig Harbor, WA 98335
Top advisor by experience at Aerie Advisory Group
CFAFiduciary
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