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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Allen, TX

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

29 CFP professionals work in Allen; the most are at LPL Financial LLC (6). 17 are also registered broker representatives.

CFP advisors in Allen, A to Z

Every advisor in Allen →

Firms with the most CFP professionals in Allen

LPL Financial LLC 6Raymond James Financial Services Advisors, Inc. 4First Choice Financial Planning LLC 3Ameriprise Financial Services, LLC 2Edward Jones 2New Dimensions Wealth Management, L.L.C. 2Steadtrust 2Act Wealth Management, LLC 1Assetbuilder, Inc. 1Cadence Financial Advisors, LLC 1Cetera Investment Advisers LLC 1Financial Security Services Group, Inc. 1High Flight Financial LLC 1Meridian Wealth Management, LLC 1Money Calculus 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 32Addison 31McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22

Questions

How many CFP financial advisors are in Allen, TX?

29 SEC-registered investment adviser representatives at firm offices in Allen, Texas list the CFP designation; LPL Financial LLC 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 Allen?

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.