Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in College Station, TX
Every SEC-registered financial advisor at a firm office in College Station who lists the Certified Financial Planner designation, A to Z.
25 CFP professionals work in College Station; the most are at Paragon Financial Advisors (9). 9 are also registered broker representatives.
CFP advisors in College Station, A to Z
Every advisor in College Station →- Michael C. AlbertOsaic Wealth, Inc. · Certified Financial Planner
- David K. AshcraftEdward Jones · Certified Financial Planner
- James G. BaylissMorgan Stanley · Certified Financial Planner
- Janet BriaudBriaud Financial Advisors · Certified Financial Planner
- Curtis A. BurchDestiny Capital Corporation · Certified Financial Planner
- Robert C. CalhounParagon Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Lucas A. CoffeyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Shana P. ElliottEdward Jones · Certified Financial Planner
- David W. HaileyParagon Financial Advisors · Certified Financial Planner
- Heather R. JendruschParagon Financial Advisors · Certified Financial Planner
- John K. KrielIsc Advisors, Inc. · Certified Financial Planner
- Sarah E. KvistadParagon Financial Advisors · Certified Financial Planner
- Joshua L. LandmanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Matthew B. LeeParagon Financial Advisors · Certified Financial Planner
- Brenda M. LehmannEdward Jones · Certified Financial Planner
- Stephen R. McGeeParagon Financial Advisors · Certified Financial Planner
- Matthew R. McKayBriaud Financial Advisors · Certified Financial Planner
- Natalie B. PineBriaud Financial Advisors · Certified Financial Planner
- Caleb A. RussellParagon Financial Advisors · Certified Financial Planner
- Sachin N. SawantBriaud Financial Advisors · Certified Financial Planner
- Brien L. SmithTraditions Wealth Advisors, LLC. · Certified Financial Planner
- Matthew J. SpradlingParagon Financial Advisors · Certified Financial Planner
- William J. TebeauxParagon Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Tanner H. VromanSanctuary Advisors, LLC · Certified Financial Planner
- Noel C. Woolverton IIITraditions Wealth Advisors, LLC. · Certified Financial Planner
Firms with the most CFP professionals in College Station
Paragon Financial Advisors 9Edward Jones 5Briaud Financial Advisors 4Traditions Wealth Advisors, LLC. 2Destiny Capital Corporation 1Isc Advisors, Inc. 1Morgan Stanley 1Osaic Wealth, Inc. 1Sanctuary Advisors, 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 27Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in College Station, TX?
25 SEC-registered investment adviser representatives at firm offices in College Station, Texas list the CFP designation; Paragon Financial Advisors employs the most of them (9).
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 College Station?
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.