Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Colleyville, TX
Every SEC-registered financial advisor at a firm office in Colleyville who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Colleyville; the most are at Clearpoint Wealth Management (4). 7 are also registered broker representatives.
CFP advisors in Colleyville, A to Z
Every advisor in Colleyville →- Kathryn A. AllenClearpoint Wealth Management · Certified Financial Planner
- Stefanie A. BashoreCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Brandon G. CorseEdward Jones · Certified Financial Planner
- Steven A. EarlyClearpoint Wealth Management · Certified Financial Planner
- Gregory L. HuttoHeritage Retirement Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Susan M. IversonAdvisor Share Wealth Management, LLC · Certified Financial Planner
- Houston G. LittleLPL Financial LLC · Certified Financial Planner
- Matthew J. LoughrenMercer Global Advisors Inc. · Certified Financial Planner
- Ross B. MillerClearpoint Wealth Management · Certified Financial Planner
- Christina M. SlavonikMercer Global Advisors Inc. · Certified Financial Planner
- Richard A. SoltAmeriprise Financial Services, LLC · Certified Financial Planner
- Ian E. TomkinsEdward Jones · Certified Financial Planner
- Jeffrey T. TurtonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon P. VanmeterEdward Jones · Certified Financial Planner
- Jared A. WewersCreative Planning · Certified Financial Planner
- Monalynd YoungClearpoint Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Colleyville
Clearpoint Wealth Management 4Edward Jones 3Mercer Global Advisors Inc. 2Advisor Share Wealth Management, LLC 1Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Creative Planning 1Heritage Retirement Advisors, LLC 1LPL Financial 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 Colleyville, TX?
16 SEC-registered investment adviser representatives at firm offices in Colleyville, Texas list the CFP designation; Clearpoint Wealth Management 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 Colleyville?
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.