Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bellaire, TX
Every SEC-registered financial advisor at a firm office in Bellaire who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Bellaire; the most are at Kestra Advisory Services, LLC (4). 8 are also registered broker representatives.
CFP advisors in Bellaire, A to Z
Every advisor in Bellaire →- Robert A. BradfordIntrua Financial · Certified Financial Planner
- Mahesh DesaiOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ryan R. FirthMercer Street Personal Financial Services · Certified Financial Planner, Personal Financial Specialist
- Andrea K. FreedmanWestpark Wealth Advisors, Inc. · Certified Financial Planner
- Jeffrey GulitusEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jacob M. LeonKestra Advisory Services, LLC · Certified Financial Planner, Personal Financial Specialist
- Michael J. LevyKestra Advisory Services, LLC · Certified Financial Planner
- Christopher J. MaurerKestra Advisory Services, LLC · Certified Financial Planner
- Malcolm B. PfenningerKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert S. Rexford Jr.Rexford Capital · Certified Financial Planner
- Marc B. SchindlerPivot Point Advisors, LLC · Certified Financial Planner
- Elizabeth V. Soto-DelgadilloVerus Financial Group · Certified Financial Planner
Firms with the most CFP professionals in Bellaire
Kestra Advisory Services, LLC 4Edward Jones 1Intrua Financial 1Mercer Street Personal Financial Services 1Osaic Wealth, Inc. 1Pivot Point Advisors, LLC 1Rexford Capital 1Verus Financial Group 1Westpark Wealth Advisors, Inc. 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 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22
Questions
How many CFP financial advisors are in Bellaire, TX?
12 SEC-registered investment adviser representatives at firm offices in Bellaire, Texas list the CFP designation; Kestra Advisory Services, 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 Bellaire?
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.