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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Addison, TX

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

31 CFP professionals work in Addison; the most are at Allworth Financial, L.P. (6). 18 are also registered broker representatives.

CFP advisors in Addison, A to Z

Every advisor in Addison →

Firms with the most CFP professionals in Addison

Allworth Financial, L.P. 6Creative Planning 5Osaic Wealth, Inc. 3Principal Securities, Inc. 3Park Avenue Securities LLC 2Cetera Investment Advisers LLC 1Eagle Strategies LLC 1Edward Jones 1Family Freedom Wealth Management, LLC 1Hornor, Townsend & Kent, LLC 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Money Concepts Capital Corp. 1Northwestern Mutual Investment Services, LLC 1Provident Financial Planning, LLC 1

CFP advisors in other Texas cities

All of Texas →

Houston 620Dallas 565Austin 545Plano 259Fort Worth 193San Antonio 187Westlake 153The Woodlands 87Southlake 58Frisco 57Sugar Land 44Lubbock 40Richardson 33Georgetown 32Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22

Questions

How many CFP financial advisors are in Addison, TX?

31 SEC-registered investment adviser representatives at firm offices in Addison, Texas list the CFP designation; Allworth Financial, L.P. employs the most of them (6).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP 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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.