Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Alice, TX

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

The short answer

2 CFP professionals work in Alice; the most are at Edward Jones (2). 2 are also registered broker representatives.

CFP advisors in Alice, A to Z

Every advisor in Alice →

Debra W. BrooksEdward Jones · Certified Financial Planner
Katrina M. MorrisEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Alice

Edward Jones 2

CFP advisors in other Texas cities

All of Texas →

Houston 632 Austin 568 Dallas 555 Plano 260 San Antonio 195 Fort Worth 188 Westlake 152 The Woodlands 86 Frisco 58 Southlake 51 Sugar Land 45 Lubbock 43 Richardson 39 Georgetown 31 Katy 29 College Station 28 McKinney 28 Allen 27 Addison 26 Amarillo 24 Arlington 24 El Paso 23 Round Rock 23 Denton 21

Questions

How many CFP financial advisors are in Alice, TX?

2 SEC-registered investment adviser representatives at firm offices in Alice, Texas list the CFP designation; Edward Jones employs the most of them (2).

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 Alice?

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.