Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Amarillo, TX
Every SEC-registered financial advisor at a firm office in Amarillo who lists the Certified Financial Planner designation, A to Z.
23 CFP professionals work in Amarillo; the most are at Edward Jones (7). 18 are also registered broker representatives.
CFP advisors in Amarillo, A to Z
Every advisor in Amarillo →- Jay D. AngottiLPL Financial LLC · Certified Financial Planner
- Adam B. BonnerIndependent Financial Group, LLC · Certified Financial Planner
- Whitney BrantleyEdward Jones · Certified Financial Planner
- Dale E. BucknerTcp Asset Management, LLC · Certified Financial Planner
- Rene ButcherEdward Jones · Certified Financial Planner
- Dana R. CurtisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Ashby D. DawsonKingsview Wealth Management, LLC · Certified Financial Planner
- Justin R. EhleCwm, LLC · Certified Financial Planner
- John M. GoenEdward Jones · Certified Financial Planner
- Taylor R. GravesLPL Financial LLC · Certified Financial Planner
- Collin W. HallEdward Jones · Certified Financial Planner
- Miles HarrisMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew McGeeEdward Jones · Certified Financial Planner
- Holly J. McGlassonMariner · Certified Financial Planner
- Michael J. MillerGwn Securities Inc. · Certified Financial Planner
- Kent D. MitchellWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jesse D. MurphyCwm, LLC · Certified Financial Planner
- Nathan W. MurphyCwm, LLC · Certified Financial Planner
- Carmella D. NodineOsaic Wealth, Inc. · Certified Financial Planner
- Jayden T. ParkerAllstate Financial Advisors, LLC · Certified Financial Planner
- Joseph B. Peterson Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
- Dwaina L. SixAmeriprise Financial Services, LLC · Certified Financial Planner
- Catherine S. WilsonCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Amarillo
Edward Jones 7Cwm, LLC 3LPL Financial LLC 2Allstate Financial Advisors, LLC 1Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Gwn Securities Inc. 1Independent Financial Group, LLC 1Kingsview Wealth Management, LLC 1MML Investors Services, LLC 1Mariner 1Osaic Wealth, Inc. 1Tcp Asset Management, LLC 1Wells Fargo Advisors Financial Network, 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 31Allen 29McKinney 29Katy 28Arlington 27College Station 25El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in Amarillo, TX?
23 SEC-registered investment adviser representatives at firm offices in Amarillo, Texas list the CFP designation; Edward Jones employs the most of them (7).
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 Amarillo?
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.