Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Carrollton, TX
Every SEC-registered financial advisor at a firm office in Carrollton who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Carrollton; the most are at Cetera Investment Advisers LLC (2). 5 are also registered broker representatives.
CFP advisors in Carrollton, A to Z
Every advisor in Carrollton →- Glenn A. BishopGa Bishop And Associates, LLC · Certified Financial Planner
- Robert W. ErnstEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Justin C. FarrisFarris Capital Management Inc. · Certified Financial Planner
- Leonard L. Kerr IIIAe Wealth Management, LLC · Certified Financial Planner
- Diane A. MeckFisher\smb · Certified Financial Planner
- Brian T. SchmidtCetera Investment Advisers LLC · Certified Financial Planner
- Michael W. SmithEdward Jones · Certified Financial Planner
- Richard TylerCetera Investment Advisers LLC · Certified Financial Planner
- Carolyn S. WilliamsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Carrollton
Cetera Investment Advisers LLC 2Edward Jones 2Ae Wealth Management, LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Planning Partners 1Farris Capital Management Inc. 1Fisher\smb 1Ga Bishop And Associates, 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 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22
Questions
How many CFP financial advisors are in Carrollton, TX?
9 SEC-registered investment adviser representatives at firm offices in Carrollton, Texas list the CFP designation; Cetera Investment Advisers LLC 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 Carrollton?
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.