nonprofit logo

Cfa Society South Carolina

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 571134283 ✦ Charleston, SC ✦ Designated as a 501(c)(6)

Shop smarter and support your favorite cause at the same time! With the Give Freely browser extension, you'll automatically save money with coupons, and partner stores will donate to your chosen charity - at no extra cost to you. Start giving back with a single click. It's safe, free, and spam-free, guaranteed!

Overview

What is Cfa Society South Carolina?

Cfa Society South Carolina is a nonprofit organization based in South Carolina, dedicated to fostering ethical standards and professional excellence among local investment professionals. Comprising professionals such as portfolio managers, security analysts, and financial experts, the organization encourages continuous learning and collaboration within the investment sector. By upholding these principles, Cfa Society South Carolina aims to elevate the industry and demonstrate their commitment and dedication to the local investment community.


Official website here: www.cfasc.org

Is Cfa Society South Carolina legitimate?

Cfa Society South Carolina is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society South Carolina submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.cfasc.org

What is the mission statement of Cfa Society South Carolina?

The mission of Cfa Society South Carolina is centered around promoting and upholding ethical standards and professional excellence among local investment professionals. This organization, comprised of portfolio managers, security analysts, and other financial experts, strives to advance the industry through continuous learning and collaboration. The association's members are dedicated to representing this commitment and dedication within their local investment community, thereby contributing to the overall growth and development of the sector.


Official website here: www.cfasc.org

Who is the CEO of Cfa Society South Carolina?

Charles Moore Cfa is the President of Cfa Society South Carolina.


Official website here: www.cfasc.org

What is the revenue of Cfa Society South Carolina?

Cfa Society South Carolina's revenue in 2022 was $57,192.


Official website here: www.cfasc.org

Who are the executives of Cfa Society South Carolina and what are their salaries?


Here are 13 key members and their salaries:


Charles Moore Cfa (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Justin Pinckney Cfa (Vice Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Irina Koch Cfa (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joshua Greene Cfa (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Giltner Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katie Stokes Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brian Hussain Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Allison Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Decker Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel Fetterolf Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0
Karen Oeser Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Nielsen Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul Meeks Cfa (Member At La)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasc.org

Where can I find the form 990EZ for Cfa Society South Carolina?

Cfa Society South Carolina's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.cfasc.org

Learn more at the official website: www.cfasc.org

Mission Statement of Cfa Society South Carolina

Cfa Society South Carolina, an esteemed association, is dedicated to championing and maintaining the highest ethical standards and professional excellence among its local investment professionals. Comprising portfolio managers, security analysts, and other financial experts, this organization is committed to fostering growth and advancement within the investment industry. Members of Cfa Society South Carolina demonstrate their dedication to this mission by consistently engaging in continuous learning and collaborative efforts to uphold the reputation of the local investment community.

Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!

Impact




October, 2024

CFA Society South Carolina significantly influences the local investment community by promoting high ethical standards and professional excellence among investment professionals. Comprising portfolio managers, security analysts, and other financial experts, the society fosters a culture of continual learning and collaboration. This commitment enhances the skills and knowledge of its members, leading to improved investment practices in the region.

Through networking events, educational programs, and professional development opportunities, CFA Society South Carolina plays a vital role in advancing the industry, ensuring that local professionals are equipped with the latest insights and best practices. The society's focus on ethics and professionalism not only helps build trust within the industry but also contributes to the overall integrity of financial markets in South Carolina. The active involvement of its members demonstrates a dedication to upholding these values, ultimately enriching the local economy and investment landscape.




This information is meant to be a general summary of Cfa Society South Carolina. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$57,192 (2022)
Expenses
$48,254 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Program Service Revenue: $35,536
  • Gross Receipts: $57,192

Assets and Liabilities:

  • Total Assets: $237,723
  • Total Liabilities: $0
  • Net Assets: $237,723

Want to help this charity, for free? You can click here to learn more about Give Freely

Organization Details

Principal Officer

Charles Moore Cfa

Main Address

PO BOX 12612, CHARLESTON, SC, 29422

NTEE Category

Code: J03 - Employment

If you are a representative of Cfa Society South Carolina and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.