Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Coppell, TX
Every SEC-registered financial advisor at a firm office in Coppell who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Coppell; the most are at Cfo4life (3). 7 are also registered broker representatives.
CFP advisors in Coppell, A to Z
Every advisor in Coppell →- Russell D. BoazCfo4life · Certified Financial Planner
- Brooke S. BradleyEdward Jones · Certified Financial Planner
- Brian M. ChastainCfo4life · Certified Financial Planner
- Bryce M. ChastainCfo4life · Certified Financial Planner
- Karl E. ColeIndependent Financial Group, LLC · Certified Financial Planner
- Elias R. DragonMain Street Retirement Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jennifer A. DragonMain Street Retirement Planning, LLC · Certified Financial Planner, Personal Financial Specialist
- Stephen A. HozieHozie Consulting · Certified Financial Planner, Personal Financial Specialist
- Mark J. KrehelMain Street Retirement Planning, LLC · Certified Financial Planner
- David R. MegarityStratia Wealth Management, LLC · Certified Financial Planner
- Jonathan R. NanceEdward Jones · Certified Financial Planner
- Nathan W. OhlingerSimon Quick Advisors, LLC · Certified Financial Planner
- Colton P. ShieldsGeneos Wealth Management, Inc. · Certified Financial Planner
- Cody W. StansellVictory Financial · Certified Financial Planner
- Paul R. StreiberPrs Wealth Management · Certified Financial Planner
- Patrick C. ThuemmelSamalin Wealth · Certified Financial Planner
Firms with the most CFP professionals in Coppell
Cfo4life 3Main Street Retirement Planning, LLC 3Edward Jones 2Geneos Wealth Management, Inc. 1Hozie Consulting 1Independent Financial Group, LLC 1Prs Wealth Management 1Samalin Wealth 1Simon Quick Advisors, LLC 1Stratia Wealth Management, LLC 1Victory Financial 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 Coppell, TX?
16 SEC-registered investment adviser representatives at firm offices in Coppell, Texas list the CFP designation; Cfo4life 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 Coppell?
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.