Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Arlington, TX
Every SEC-registered financial advisor at a firm office in Arlington who lists the Certified Financial Planner designation, A to Z.
27 CFP professionals work in Arlington; the most are at Cetera Investment Advisers LLC (4). 21 are also registered broker representatives.
CFP advisors in Arlington, A to Z
Every advisor in Arlington →- Mohammed J. AhmedEdward Jones · Certified Financial Planner
- John L. ArnotCetera Investment Advisers LLC · Certified Financial Planner
- Loyd L. Beacham IVPNC Wealth Management LLC · Certified Financial Planner
- Emerson L. BellDba Fee Only Financial Planning, Inc. · Certified Financial Planner
- David A. BrounleyValley Wealth Strategies, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anthony BrownStrategic Advisers LLC · Certified Financial Planner
- Jay K. BrownAmeriprise Financial Services, LLC · Certified Financial Planner
- Margaret M. CapehartAmeriprise Financial Services, LLC · Certified Financial Planner
- Suryakant T. DesaiCetera Investment Advisers LLC · Certified Financial Planner
- George E. Gish Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Ronald D. HugheyOsaic Wealth, Inc. · Certified Financial Planner
- Jason A. IronsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Wendy L. KellyCerity Partners Retirement Plan Consultants · Certified Financial Planner
- Steven F. KleiberCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Aljon LovelaceEmpower Advisory Group, LLC · Certified Financial Planner
- Douglas W. McCownLPL Financial LLC · Certified Financial Planner
- Chad M. McMillanGerald Baker Financial Group, L.L.C.dba Baker Financial Services · Certified Financial Planner
- Brock MitzelJ.P. Morgan Securities LLC · Certified Financial Planner
- Matthew M. PaladiniCerity Partners LLC · Certified Financial Planner
- Bryan M. RiggLPL Financial LLC · Certified Financial Planner
- Peter D. SchenckFirst Command Advisory Services · Certified Financial Planner
- Michael G. SimptonParkstone Wealth Management, LLC · Certified Financial Planner
- Edward Skinner Jr.Empower Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas H. ThompsonMomentum Independent Network Inc. · Certified Financial Planner
- Byron L. ThorsenWellspring Planning Group LLC · Certified Financial Planner
- Ellen K. TimberlakeOsaic Wealth, Inc. · Certified Financial Planner
- Lisa D. WardPlumb Financial · Certified Financial Planner
Firms with the most CFP professionals in Arlington
Cetera Investment Advisers LLC 4Ameriprise Financial Services, LLC 2Cerity Partners Retirement Plan Consultants 2Empower Advisory Group, LLC 2LPL Financial LLC 2Osaic Wealth, Inc. 2Cambridge Investment Research Advisors, Inc. 1Cerity Partners LLC 1Dba Fee Only Financial Planning, Inc. 1Edward Jones 1First Command Advisory Services 1Gerald Baker Financial Group, L.L.C.dba Baker Financial Services 1J.P. Morgan Securities LLC 1Momentum Independent Network Inc. 1PNC Wealth Management 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 28College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in Arlington, TX?
27 SEC-registered investment adviser representatives at firm offices in Arlington, Texas list the CFP designation; Cetera Investment Advisers LLC employs the most of them (4).
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 Arlington?
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.