Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cypress, TX
Every SEC-registered financial advisor at a firm office in Cypress who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Cypress; the most are at Cetera Investment Advisers LLC (3). 9 are also registered broker representatives.
CFP advisors in Cypress, A to Z
Every advisor in Cypress →- Gabriel AguilarEdward Jones · Certified Financial Planner
- James J. AriziniJohn Hancock Investment Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Clark M. Blackman IIAlpha Wealth Strategies, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Clark M. Blackman IIIAlpha Wealth Strategies, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Dragan BogaticErnst & Young Investment Advisers LLP · Certified Financial Planner
- Joseph E. Dewhart Jr.Strategic Advisers LLC · Certified Financial Planner
- Gerald D. DolinskyJ.P. Morgan Securities LLC · Certified Financial Planner
- Flaxon L. ElrodNext Step Financial Transitions · Certified Financial Planner
- Tessa M. ElrodNext Step Financial Transitions · Certified Financial Planner
- Antonio FloresStrategic Advisers LLC · Certified Financial Planner
- Albin Guillot IIIMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Howard T. HudsonKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ronald KudlacekCetera Planning Partners · Certified Financial Planner
- Kevin W. KusakCetera Investment Advisers LLC · Certified Financial Planner
- Zachary T. MajorsCetera Investment Advisers LLC · Certified Financial Planner
- Timothy E. McKinneyStrategic Advisers LLC · Certified Financial Planner
- Oscar R. MondragonCetera Investment Advisers LLC · Certified Financial Planner
- Liana M. RamirezOnedigital · Certified Financial Planner
- Robert E. SimptonRedfish Capital · Certified Financial Planner
Firms with the most CFP professionals in Cypress
Cetera Investment Advisers LLC 3Strategic Advisers LLC 3Alpha Wealth Strategies, LLC 2Centric Advisors, LLC 2Next Step Financial Transitions 2Cetera Planning Partners 1Edward Jones 1Ernst & Young Investment Advisers LLP 1J.P. Morgan Securities LLC 1John Hancock Investment Management LLC 1Kestra Advisory Services, LLC 1MML Investors Services, LLC 1Onedigital 1Redfish Capital 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 Cypress, TX?
19 SEC-registered investment adviser representatives at firm offices in Cypress, Texas list the CFP designation; Cetera Investment Advisers LLC 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 Cypress?
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.