Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cedar Park, TX
Every SEC-registered financial advisor at a firm office in Cedar Park who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Cedar Park; the most are at Boyce & Associates Wealth Consulting, Inc. (3). 7 are also registered broker representatives.
CFP advisors in Cedar Park, A to Z
Every advisor in Cedar Park →- Naser M. AlzerLPL Financial LLC · Certified Financial Planner
- Warren J. BausertTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Carl A. CangaSpc · Certified Financial Planner
- Julia G. CoffeyEdward Jones · Certified Financial Planner
- Marie E. FreemyerTrue Financial Group · Certified Financial Planner
- Austin P. HonMomentum Private Wealth Management · Certified Financial Planner
- John J. HortonJ.P. Morgan Securities LLC · Certified Financial Planner
- Ian T. KlocBoyce & Associates Wealth Consulting, Inc. · Certified Financial Planner
- Timothy C. KrudwigEdward Jones · Certified Financial Planner
- Henry G. LandeEmpower Wealth Management · Certified Financial Planner
- Jonathan M. McQuadeBoyce & Associates Wealth Consulting, Inc. · Certified Financial Planner
- Brandon R. ParkhurstParkhurst Consulting CPA PC · Certified Financial Planner
- Jason W. SelfResonance Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan ShargFisher Investments · Certified Financial Planner, Chartered Financial Analyst
- Andrew J. ShipmanEdward Jones · Certified Financial Planner
- Anthony J. TaylorOakwell Private Wealth Management · Certified Financial Planner
- William R. TippsEmpower Wealth Management · Certified Financial Planner
- Karl Van ReusenBoyce & Associates Wealth Consulting, Inc. · Certified Financial Planner
- Elliott H. WeirIII Financial, LLC · Certified Financial Planner
Firms with the most CFP professionals in Cedar Park
Boyce & Associates Wealth Consulting, Inc. 3Edward Jones 3Empower Wealth Management 2Fisher Investments 1III Financial, LLC 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Momentum Private Wealth Management 1Oakwell Private Wealth Management 1Parkhurst Consulting CPA PC 1Resonance Financial, LLC 1Spc 1Tlg Advisors, Inc. 1True Financial Group 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 Cedar Park, TX?
19 SEC-registered investment adviser representatives at firm offices in Cedar Park, Texas list the CFP designation; Boyce & Associates Wealth Consulting, Inc. employs the most of them (3).
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 Cedar Park?
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.