Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Addison, TX

Every SEC-registered financial advisor at a firm office in Addison who lists the Chartered Financial Analyst designation, A to Z.

3 CFA charterholders work in Addison; the most are at Creative Planning (2). 0 are also registered broker representatives.

CFA advisors in Addison, A to Z

Every advisor in Addison →
  • Jonathan LakinWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Rashi PoddarCreative Planning · Certified Financial Planner, Chartered Financial Analyst
  • Zachary A. WhiteCreative Planning · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Addison

Creative Planning 2Wealth Enhancement Advisory Services, LLC 1

CFA advisors in other Texas cities

All of Texas →

Dallas 185Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Frisco 9Westlake 9Irving 7Southlake 7Sugar Land 7Bellaire 5Cedar Park 5McKinney 5Cypress 4Katy 4The Woodlands 4College Station 3Colleyville 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in Addison, TX?

3 SEC-registered investment adviser representatives at firm offices in Addison, Texas list the CFA designation; Creative Planning employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Addison?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.