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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Corpus Christi, TX

Every SEC-registered financial advisor at a firm office in Corpus Christi who lists the Certified Financial Planner designation, A to Z.

13 CFP professionals work in Corpus Christi; the most are at Cetera Investment Advisers LLC (2). 12 are also registered broker representatives.

CFP advisors in Corpus Christi, A to Z

Every advisor in Corpus Christi →
  • Amon M. Clark Jr.Stifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Samuel M. ClarkStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • William H. Cleavelin Jr.Cetera Investment Advisers LLC · Certified Financial Planner
  • Steven L. GeyerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Paula K. HeffronStonecrest Advisors, Inc. · Certified Financial Planner
  • Brent S. HoltHerndon Plant Oakley, Ltd. · Certified Financial Planner
  • Jill A. LelandPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • James P. MailhesLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bert W. RaglinCetera Investment Advisers LLC · Certified Financial Planner
  • Arthur L. ScottUBS Financial Services Inc. · Certified Financial Planner
  • John A. SeamanJmjrg, Inc. Dba Strategic Wealth Management Group · Certified Financial Planner, Chartered Financial Consultant
  • Ricky Serna JrEdward Jones · Certified Financial Planner
  • Cory D. SummersLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Corpus Christi

Cetera Investment Advisers LLC 2Edward Jones 2LPL Financial LLC 2Stifel, Nicolaus & Company, Incorporated 2Herndon Plant Oakley, Ltd. 1Jmjrg, Inc. Dba Strategic Wealth Management Group 1Principal Securities, Inc. 1Springwater Advisors, LLC 1Stonecrest Advisors, Inc. 1UBS Financial Services Inc. 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 Corpus Christi, TX?

13 SEC-registered investment adviser representatives at firm offices in Corpus Christi, 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 Corpus Christi?

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.