Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Dallas, TX
Every SEC-registered financial advisor at a firm office in Dallas who lists the Certified Financial Planner designation, A to Z.
565 CFP professionals work in Dallas; the most are at Corient (27). 270 are also registered broker representatives.
CFP advisors in Dallas, A to Z (first 500 of 565)
Every advisor in Dallas →- Jason M. AbbamontePNC Wealth Management LLC · Certified Financial Planner
- Kimberly T. AbmeyerAscentis Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- David B. AckermanAckerman Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Kevin B. AdkinsLevel Four Advisory Services · Certified Financial Planner
- Mark AgnewJ.P. Morgan Securities LLC · Certified Financial Planner
- Sean M. AlfordQuotient Wealth Partners, LLC · Certified Financial Planner
- Todd R. AmacherCorient · Certified Financial Planner
- Connor A. AmbroseCetera Investment Advisers LLC · Certified Financial Planner
- Ryan C. AmmonDouble Eagle Wealth Management LLC · Certified Financial Planner
- Leslie R. AnconaBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Derik AndersonJ.P. Morgan Securities LLC · Certified Financial Planner
- Jeffrey S. AndersonRockefeller Financial LLC · Certified Financial Planner
- Michael J. AndersonTrue North Advisors, LLC · Certified Financial Planner
- Adrienne D. AnthonyLee Financial Company, LLC · Certified Financial Planner
- Michael R. ArmondoRockefeller Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jennifer A. ArmstrongLee Financial Company, LLC · Certified Financial Planner
- Edward H. ArnoldJ.P. Morgan Securities LLC · Certified Financial Planner
- Philip B. AtheyApeiron · Certified Financial Planner
- Thomas C. AtkinsAdvisor Resource Council · Certified Financial Planner
- Isaac O. BabalolaCorient · Certified Financial Planner
- Diana L. BaconApella Wealth · Certified Financial Planner
- Ellenore K. BakerCarter Advisory Services, Inc. · Certified Financial Planner
- Peter R. BaldwinTolleson Private Wealth Management · Certified Financial Planner
- Kathryn S. BanisCreative Planning · Certified Financial Planner
- Daniel J. BarfieldAdvisor Resource Council · Certified Financial Planner
- Jack L. BarkerThe Mather Group, LLC · Certified Financial Planner
- Ami B. BaxterPerryman Financial Advisory, Inc. · Certified Financial Planner
- Henry V. Becker Jr.J.P. Morgan Securities LLC · Certified Financial Planner
- Laura BeddorCetera Investment Advisers LLC · Certified Financial Planner
- Emil G. Ben-DavidPrime Capital Financial · Certified Financial Planner
- Matthew A. BennettQuotient Wealth Partners, LLC · Certified Financial Planner
- Joel C. BergRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Michele Y. BergeronLee Financial Company, LLC · Certified Financial Planner
- Joshua W. BiggsGuidestone Advisors · Certified Financial Planner
- Colin J. BindnerTrue North Advisors, LLC · Certified Financial Planner
- Tristan A. BishopGrimes & Company · Certified Financial Planner
- Randy G. BlackLPL Financial LLC · Certified Financial Planner
- Chandler R. BlakeGuidestone Advisors · Certified Financial Planner
- Michael BlessProspera Financial Services, Inc. · Certified Financial Planner
- Truman G. Blocker IVSpectrum Strategies, L.L.C. · Certified Financial Planner
- Clive E. BlowersIsc Advisors, Inc. · Certified Financial Planner
- Stephen B. BodwellWalnut Hill Wealth Management · Certified Financial Planner
- Brian R. BogardEdward Jones · Certified Financial Planner
- Jessica L. BoghetichCorient · Certified Financial Planner
- Cecily E. BoldingAlliancebernstein L.P. · Certified Financial Planner
- Ariel J. BollantEagle Strategies LLC · Certified Financial Planner
- Jason A. BottenfieldSteward Partners Investment Advisory, LLC · Certified Financial Planner
- William A. BowlingHightower Advisors, LLC · Certified Financial Planner
- Timothy BowreyAmeriprise Financial Services, LLC · Certified Financial Planner
- Danny R. BoyceLee Financial Company, LLC · Certified Financial Planner, Chartered Financial Analyst
- Taylor M. BoyleJ.P. Morgan Securities LLC · Certified Financial Planner
- Jaime N. BoylesLee Financial Company, LLC · Certified Financial Planner
- Caleb A. BrianTrue North Advisors, LLC · Certified Financial Planner
- Clifford J. Brott Jr.Capital Ideas · Certified Financial Planner
- Grant M. BrownAdvisor Resource Council · Certified Financial Planner
- Benjamin T. BroylesBroyles Advisory, LLC · Certified Financial Planner
- Trevor B. BryantWestshore Wealth · Certified Financial Planner, Chartered Financial Analyst
- Kara F. BulhonTolleson Private Wealth Management · Certified Financial Planner
- Jeffrey M. BurandtWorth Asset Management · Certified Financial Planner
- Evelyn M. BurgettMomentum Independent Network Inc. · Certified Financial Planner
- William S. BuschAmericana Partners, LLC · Certified Financial Planner
- Carlos D. ButcherBirch Capital Management, LLC · Certified Financial Planner
- Grace N. ButterfieldHoward Financial Services, Ltd. · Certified Financial Planner
- Stephanie A. ByrdView Capital Ria, LP · Certified Financial Planner
- John Calandro IIIMorgan Stanley · Certified Financial Planner
- Kevin CalandroMorgan Stanley · Certified Financial Planner
- William G. Caldwell IIIGuidestone Advisors · Certified Financial Planner
- Aubrey H. CarlisleGuidestone Advisors · Certified Financial Planner
- Anna P. CarlyleCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- James B. CarrollBlack Swan Management Group, Inc. · Certified Financial Planner
- Solomon CartierHightower Advisors, LLC · Certified Financial Planner
- Joe A. Chairez Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Sameer ChandSum Zero Wealth · Certified Financial Planner
- Chasity M. ChavezHoward Financial Services, Ltd. · Certified Financial Planner
- Ting K. ChenTkc Wealth Management LLC · Certified Financial Planner
- Johnathan A. CherryEdelman Financial Engines · Certified Financial Planner
- Shelby A. ChesnutHoward Financial Services, Ltd. · Certified Financial Planner
- Wade H. ChessmanCwm, LLC · Certified Financial Planner
- Justin ChildressAdvisor Resource Council · Certified Financial Planner
- Derek D. ChildsHoward Financial Services, Ltd. · Certified Financial Planner
- Richard T. ChildsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Darrell G. ChristianEquitable Advisors, LLC · Certified Financial Planner
- Tai T. ChuBeaird Harris · Certified Financial Planner
- Jeffrey J. CismoskiAscentis Independent Advisors, LLC · Certified Financial Planner
- Holly B. ClappMML Investors Services, LLC · Certified Financial Planner
- Matthew A. ClarkCapital Investment Advisors, LLC · Certified Financial Planner
- Grant S. ClayAmeriprise Financial Services, LLC · Certified Financial Planner
- James P. ClemensenBfi Wealth Solutions, LLC · Certified Financial Planner
- Bryan D. ClintsmanErnst & Young Investment Advisers LLP · Certified Financial Planner
- Brian M. CloudCorient · Certified Financial Planner
- Gary P. CoatsGuidestone Advisors · Certified Financial Planner
- Douglas H. CochranLPL Financial LLC · Certified Financial Planner
- Scott R. CohenKestra Advisory Services, LLC · Certified Financial Planner
- Steven J. CombestOsaic Wealth, Inc. · Certified Financial Planner
- Gary C. CookCetera Investment Advisers LLC · Certified Financial Planner
- Jennifer N. CookCypress Point Wealth Management, LLC · Certified Financial Planner
- Jonathan A. CovingtonCharles Schwab & Co., Inc. · Certified Financial Planner
- Jordan CowartWestwood Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Gary C. Cowles Jr.Mergent Wealth, LLC · Certified Financial Planner
- Melissa A. CoxVan Clemens Wealth Management, LLC · Certified Financial Planner
- Robert A. CoxMercer Global Advisors Inc. · Certified Financial Planner
- Peter A. CurtisBeacon Pointe Advisors, LLC · Certified Financial Planner
- Franck P. Cushner Jr.Ensemble Financial, Inc. · Certified Financial Planner
- John J. D'AnnunzioWells Fargo Clearing Services, LLC · Certified Financial Planner
- John N. DaltonCwm, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas J. DamicoHilltop Securities Inc. · Certified Financial Planner
- Jacqueline S. DanielsMercer Global Advisors Inc. · Certified Financial Planner
- Zechariah DaughertyCreative Planning · Certified Financial Planner
- Matthew T. DavisQuotient Wealth Partners, LLC · Certified Financial Planner
- Montana G. DawleyTolleson Private Wealth Management · Certified Financial Planner
- Brandon J. DayLPL Financial LLC · Certified Financial Planner
- Stephen J. DebeerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Thomas H. DeckerWells Fargo Clearing Services, LLC · Certified Financial Planner
- William E. DendyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven J. DiamondAdvisor Resource Council · Certified Financial Planner
- Allen J. DoggerUBS Financial Services Inc. · Certified Financial Planner
- Joseph A. DowdallWorth Asset Management · Certified Financial Planner
- Tim J. DowdenPrime Capital Financial · Certified Financial Planner
- Cory M. DowellUBS Financial Services Inc. · Certified Financial Planner
- Daniel J. DrabinskiMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel T. DrakeCaptrust · Certified Financial Planner
- David R. DroppoApeiron · Certified Financial Planner
- Arthur R. DummMorgan Stanley · Certified Financial Planner
- Trevor R. DunfeeTrue North Advisors, LLC · Certified Financial Planner
- Jeffrey K. DunnTolleson Private Wealth Management · Certified Financial Planner
- Joseph C. DunnBeaird Harris · Certified Financial Planner
- Jason A. EdgertonCertified Financial Strategies Corporation · Certified Financial Planner
- Molly M. EdwardsJ.P. Morgan Securities LLC · Certified Financial Planner
- Dustin A. EldridgeMai Capital Management, LLC · Certified Financial Planner
- Samuel M. EllisRequisite Capital Management LLC · Certified Financial Planner
- Mark EllisonCetera Investment Advisers LLC · Certified Financial Planner
- Laura W. EnwereAmeriprise Financial Services, LLC · Certified Financial Planner
- David J. EvansCetera Investment Advisers LLC · Certified Financial Planner
- Brian N. EverettCetera Investment Advisers LLC · Certified Financial Planner
- Taylor L. FazandGuidestone Advisors · Certified Financial Planner
- Richard E. FennemaProspera Financial Services, Inc. · Certified Financial Planner
- David J. FentPenn Street Capital Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Larry C. FergusonMercer Global Advisors Inc. · Certified Financial Planner
- Henry J. FiedlerStrategic Advisers LLC · Certified Financial Planner
- Stewart E. FieldsOpenair Financial, LLC · Certified Financial Planner
- Marianna G. FifeTolleson Private Wealth Management · Certified Financial Planner
- Ky L. FiserAmeriprise Financial Services, LLC · Certified Financial Planner
- Clayton A. FisherArax Advisory Partners · Certified Financial Planner
- James C. FloydNewedge Advisors · Certified Financial Planner
- Philip J. FloydWorth Asset Management · Certified Financial Planner
- Christopher D. FordHightower Advisors, LLC · Certified Financial Planner
- Claire B. FosterCorient · Certified Financial Planner
- Daniel R. FosterCreative Planning · Certified Financial Planner
- Patrick T. FreemanFreeman Wealth Management · Certified Financial Planner
- Ilona FriedmanKestra Advisory Services, LLC · Certified Financial Planner
- Brett N. FryForteris Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Jaime GalvanLPL Financial LLC · Certified Financial Planner
- William R. GammellStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Sergio G. GarciaHightower Advisors, LLC · Certified Financial Planner
- Gregory D. GardnerThe Gardner Group · Certified Financial Planner
- Lucy A. GardnerMatter Family Office · Certified Financial Planner
- Benjamin R. GarrettLPL Financial LLC · Certified Financial Planner
- Victor H. GarzaGarza Financial Planning · Certified Financial Planner
- Michelle U. GassParadigm Advisors, LLC · Certified Financial Planner
- Nancy M. GatensGatens Financial, LLC · Certified Financial Planner
- Adam A. GelmonSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Brandon J. GibsonApeiron · Certified Financial Planner
- Nicholas S. GibsonLee Financial Company, LLC · Certified Financial Planner
- Douglas W. GillCastleview Partners, LLC · Certified Financial Planner
- Kathryn D. GilletteCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michael E. GladwinGuidestone Advisors · Certified Financial Planner, Chartered Financial Consultant
- Tracey A. GledhillHightower Advisors, LLC · Certified Financial Planner
- Donald P. GoernerCoppell Advisory Solutions LLC · Certified Financial Planner
- Riley GoethalsEdward Jones · Certified Financial Planner
- Deborah A. GoodClare Market Investments, LLC · Certified Financial Planner
- Chase M. GormanEdelman Financial Engines · Certified Financial Planner
- Neil E. GrantRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Noelle Granville McIntyreLevel Four Advisory Services · Certified Financial Planner
- Roy E. GrayRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Richard J. GreenfieldRjg Financial · Certified Financial Planner
- Charles W. Griege IIICorient · Certified Financial Planner
- Christian J. GuellaTrinity Financial Services, Inc. · Certified Financial Planner
- Jeffrey R. GuellaTrinity Financial Services, Inc. · Certified Financial Planner
- Cassandra H. GuerreroCorient · Certified Financial Planner
- Leslie GunawanUBS Financial Services Inc. · Certified Financial Planner
- Norman S. GunnIndependent Advisor Alliance, LLC · Certified Financial Planner
- Barton F. GunterRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David F. GuyettCommonwealth Financial Network · Certified Financial Planner
- James HafeleMorgan Stanley · Certified Financial Planner
- Luke H. HallidayMorgan Stanley · Certified Financial Planner
- Anna M. HamiltonTrue North Advisors, LLC · Certified Financial Planner
- Scott D. HammelApeiron · Certified Financial Planner
- Joshua L. HamptonCova Private Wealth LLC · Certified Financial Planner
- Barbara A. HargerHightower Advisors, LLC · Certified Financial Planner
- Mac D. HargroveRaymond James & Associates, Inc. · Certified Financial Planner
- Wendy W. HarperEdward Jones · Certified Financial Planner
- Curtis D. HarrisCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Thomas B. HarrisAmeriprise Financial Services, LLC · Certified Financial Planner
- Anthony J. HarvotCaptrust · Certified Financial Planner
- Craig A. HauszCmh Wealth Management · Certified Financial Planner
- Robert A. HaysCarter Advisory Services, Inc. · Certified Financial Planner
- Douglas M. HeagrenAdvisor Resource Council · Certified Financial Planner
- Lynn D. HebertPerryman Financial Advisory, Inc. · Certified Financial Planner
- Emerald E. HensleyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Sarah HenzeLee Financial Company, LLC · Certified Financial Planner
- Neal A. HiettTexas Capital Bank Private Wealth Advisors · Certified Financial Planner
- Amanda K. HillCorient · Certified Financial Planner
- Krista L. HintonCorient · Certified Financial Planner
- Ashley L. HodgeAdvisor Resource Council · Certified Financial Planner
- Ethan L. HokansonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ashley E. HollidayCharles Schwab & Co., Inc. · Certified Financial Planner
- John R. HolmanHolman Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Dennis D. HolzwarthCetera Investment Advisers LLC · Certified Financial Planner
- Samantha I. HooverMercer Global Advisors Inc. · Certified Financial Planner
- Michael A. HorlickCaptrust · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Braden R. HowellCorient · Certified Financial Planner
- Jacob D. HowellEagle Strategies LLC · Certified Financial Planner
- Grafton D. HowlandHowland Advisory Corporation · Certified Financial Planner
- Gilles F. HudelotLafayette Financial Planning LLC · Certified Financial Planner
- Jeremy J. HudsonCorient · Certified Financial Planner
- Ryan W. HueyRoserock Wealth Management, LLC · Certified Financial Planner
- Bryan R. HuhnSowell Management · Certified Financial Planner
- Andrew C. HuntMcElhenny Sheffield Capital Management, LLC · Certified Financial Planner
- Patrick S. HutchinsonMorgan Stanley · Certified Financial Planner
- Eric F. HydenTexas Capital Bank Private Wealth Advisors · Certified Financial Planner
- Noor Ali IsmailJ.P. Morgan Securities LLC · Certified Financial Planner
- Bryan C. JacksonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Dennis L. JacksonAdvisor Resource Council · Certified Financial Planner, Chartered Financial Consultant
- Melody A. JacksonJackson Financial Services LLC · Certified Financial Planner
- Richard W. JacksonTurtle Creek Wealth Advisors, LLC · Certified Financial Planner
- Scot JacksonHightower Advisors, LLC · Certified Financial Planner
- Joanna C. JadlowCorient · Certified Financial Planner
- Lance D. JamersonWestshore Wealth · Certified Financial Planner
- Jeremiah O. JamesAlliancebernstein L.P. · Certified Financial Planner
- Earl Jefferson Jr.7th Harvest Investments · Certified Financial Planner
- David J. JefferyCorient · Certified Financial Planner, Chartered Financial Analyst
- Diana L. JenkinsRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Stephen R. JenkinsStrategic Portfolio Solutions, LLC · Certified Financial Planner
- Barry F. JohnsonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Laird F. JohnsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nathan C. Johnson IICetera Investment Advisers LLC · Certified Financial Planner
- Rodger K. JohnsonEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Keaton G. JonesTolleson Private Wealth Management · Certified Financial Planner
- Heidi J. JordanEdward Jones · Certified Financial Planner
- Jules JouvenatHightower Advisors, LLC · Certified Financial Planner
- Courtney L. JoynerSorenson Impact Advisory · Certified Financial Planner
- James R. JustusMercer Global Advisors Inc. · Certified Financial Planner
- Albi KacaniHoward Financial Services, Ltd. · Certified Financial Planner
- James G. Kaighin Jr.Momentum Independent Network Inc. · Certified Financial Planner
- Alex S. KaiserJ.P. Morgan Securities LLC · Certified Financial Planner
- Steven E. KalmusAmeriprise Financial Services, LLC · Certified Financial Planner
- Walter D. KarleSmith Group Asset Management, LLC · Certified Financial Planner
- Jeffrey G. KeeneMomentum Independent Network Inc. · Certified Financial Planner
- Brandon K. KeeseeHightower Advisors, LLC · Certified Financial Planner
- Debra A. Keitzer OutlawPerryman Financial Advisory, Inc. · Certified Financial Planner
- Adam P. KellerApeiron · Certified Financial Planner
- Anna KellyRockefeller Financial LLC · Certified Financial Planner
- Katie KepplerTitleist Asset Management, LLC · Certified Financial Planner
- Brandon H. KershawCaptrust · Certified Financial Planner
- Claudia M. KingRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jacob B. KingBeaird Harris · Certified Financial Planner
- Kevin KnoblochWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark KoellnerSymphony Financial, Ltd. Co. · Certified Financial Planner
- James E. KoestnerRBC Capital Markets, LLC · Certified Financial Planner
- Christopher KotchThrivent Investment Management Inc. · Certified Financial Planner
- Mitchell S. KramerFluent Financial, LLC · Certified Financial Planner
- Michael Kurilecz Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Kevin R. KurtzRockefeller Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- John A. KvaleJ.K. Financial, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Donald J. LagrangeMurphy & Sylvest · Certified Financial Planner, Chartered Financial Consultant
- Nicholas A. LalondeLPL Financial LLC · Certified Financial Planner
- Brian LaneThe Mather Group, LLC · Certified Financial Planner
- Holly L. LansidelBurford Brothers, Inc. · Certified Financial Planner
- Carl A. LarimoreMercer Global Advisors Inc. · Certified Financial Planner
- Donald L. LaseterFinancial Consulting Services · Certified Financial Planner
- J. Lynn LawranceCetera Investment Advisers LLC · Certified Financial Planner
- Jonathan K. LawtonOpenair Financial, LLC · Certified Financial Planner
- Christopher A. LeapLeap Wealth Management · Certified Financial Planner
- Laura B. LeeCorient · Certified Financial Planner
- Richard R. Lee Jr.Lee Financial Company, LLC · Certified Financial Planner, Chartered Financial Analyst
- Taylor D. LeeCoppell Advisory Solutions LLC · Certified Financial Planner
- Matt LemmondLPL Financial LLC · Certified Financial Planner
- Deborah A. Lemoine-HickeyCarter Advisory Services, Inc. · Certified Financial Planner
- Paul A. LightfootOptima Asset Management Inc. · Certified Financial Planner
- Charles S. LimandriOrchid Advisory · Certified Financial Planner
- John E. LineJohn Line, CPA, Inc. · Certified Financial Planner
- John K. LinkLink Financial Corporation · Certified Financial Planner, Chartered Financial Analyst
- Spenser L. LisztMotif Planning · Certified Financial Planner
- Tanner LittlePrime Capital Financial · Certified Financial Planner
- Elizabeth C. LohmeierFidelis Capital · Certified Financial Planner, Chartered Financial Analyst
- Denise A. LongCitigroup Global Markets Inc. · Certified Financial Planner, Chartered Financial Analyst
- Andrew S. LostyOppenheimer & Co. Inc. · Certified Financial Planner
- Christopher LottHightower Advisors, LLC · Certified Financial Planner
- Jackson C. LoweHightower Advisors, LLC · Certified Financial Planner
- Matthew LoweWells Fargo Clearing Services, LLC · Certified Financial Planner
- Katie N. LoyetRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Justin B. LuddekeLee Financial Company, LLC · Certified Financial Planner
- Steven M. LugarBeaird Harris · Certified Financial Planner
- Makayla D. MachacekEdelman Financial Engines · Certified Financial Planner
- Christa MadisonAscentis Independent Advisors, LLC · Certified Financial Planner
- Marcus W. MagersProbity Advisors, Inc. · Certified Financial Planner
- Cheston D. MaloneStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael V. MannaBok Financial Private Wealth, Inc. · Certified Financial Planner
- Michael P. MansurAscentis Wealth Management, LLC · Certified Financial Planner
- Holly MantonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew A. MarcelloUnited Capital Financial Advisors · Certified Financial Planner
- Brian T. MarlarMomentum Independent Network Inc. · Certified Financial Planner
- James M. MarsBalefire, LLC · Certified Financial Planner
- James M. MarsdenApeiron · Certified Financial Planner
- Benjamin J. MarshallAscentis Independent Advisors, LLC · Certified Financial Planner
- Mary V. MartinTolleson Private Wealth Management · Certified Financial Planner
- Christian MartinezLido · Certified Financial Planner
- Susan Y. MarvinAmeriprise Financial Services, LLC · Certified Financial Planner
- Cody A. MasonWorth Asset Management · Certified Financial Planner
- Blake W. MastersonTolleson Private Wealth Management · Certified Financial Planner
- Nathan MateerAdvisor Resource Council · Certified Financial Planner
- Oliver E. MatisonBeacon Financial Group · Certified Financial Planner
- Franklin L. MatuteRoserock Wealth Management, LLC · Certified Financial Planner
- Daniel R. MauckLee Financial Company, LLC · Certified Financial Planner
- Laura B. MaxfieldCorient · Certified Financial Planner
- Russell W. MayStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Lucas C. MayerCharles Schwab & Co., Inc. · Certified Financial Planner
- Ryan M. MaynardVaquero Private Wealth, Ltd. · Certified Financial Planner, Chartered Financial Analyst
- John C. MazzeiMercer Global Advisors Inc. · Certified Financial Planner
- Angela M. McClainGuidestone Advisors · Certified Financial Planner
- Kenneth M. McClanahanCorient · Certified Financial Planner, Chartered Financial Consultant
- Bradley E. McConkeyHightower Advisors, LLC · Certified Financial Planner
- Myles J. McCormickMomentum Independent Network Inc. · Certified Financial Planner
- Timothy R. McDonaldCharles Schwab & Co., Inc. · Certified Financial Planner
- Kathleen McInerneyLPL Financial LLC · Certified Financial Planner
- Meredith A. McKayJ.P. Morgan Securities LLC · Certified Financial Planner
- Scott W. McKayLPL Financial LLC · Certified Financial Planner
- Stephen T. McKimmeyRtw Financial Advisors Inc. · Certified Financial Planner
- Mary S. McMahonMsm Advisory, LLC · Certified Financial Planner
- Jonathan T. McMullenThe Wealth Observatory · Certified Financial Planner
- Roger V. MeadorsHightower Advisors, LLC · Certified Financial Planner
- Jonathan R. MeaneyCarter Advisory Services, Inc. · Certified Financial Planner
- Andres E. MedinaCreative Planning · Certified Financial Planner
- Sreenivas MekaLakeland Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Kyle MerinoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher A. MessickCorient · Certified Financial Planner
- Benjamin J. MeyerUBS Financial Services Inc. · Certified Financial Planner
- Daniel MeyerovitzOsaic Wealth, Inc. · Certified Financial Planner
- Austin J. MitchellCorient · Certified Financial Planner
- David W. MizeCaptrust · Certified Financial Planner
- John A. MogkWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher R. MohringQuotient Wealth Partners, LLC · Certified Financial Planner
- Shawn M. MontagueCharles Schwab & Co., Inc. · Certified Financial Planner
- Vincent P. MontenegroLPL Financial LLC · Certified Financial Planner
- John F. Moore Jr.Northwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicholas R. MooreIdeology Wealth Advisors, LLC · Certified Financial Planner
- Shawn D. MooreRockefeller Financial LLC · Certified Financial Planner
- William MooreVersant Capital Management, Inc. · Certified Financial Planner
- Robert D. MoralesHilltop Securities Inc. · Certified Financial Planner
- Justin C. MorganCapital Advisory Group, Inc. · Certified Financial Planner
- Ross C. MorganCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jason M. MortonVaquero Private Wealth, Ltd. · Certified Financial Planner, Chartered Financial Analyst
- Kathleen A. MuldoonCarter Advisory Services, Inc. · Certified Financial Planner
- Irving MunnRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kelvin M. Murphy Jr.Corient · Certified Financial Planner
- Thomas E. MurphyMurphy & Sylvest · Certified Financial Planner, Chartered Financial Consultant
- Madelyn R. MurrayWomack Financial LLC · Certified Financial Planner
- Melchor E. MuzkizOsaic Wealth, Inc. · Certified Financial Planner
- William S. NeelyJfg Family Office · Certified Financial Planner
- Michael G. NeffJ.P. Morgan Securities LLC · Certified Financial Planner
- Barclay D. NelsonBirch Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- David L. NelsonDaniels & Erickson Financial Advisors, LLC · Certified Financial Planner
- Bin K. NguyenJ.P. Morgan Securities LLC · Certified Financial Planner
- Krystal NguyenCharles Schwab & Co., Inc. · Certified Financial Planner
- Alexander M. NickersonLee Financial Company, LLC · Certified Financial Planner
- Mark R. NokyosCaptrust · Certified Financial Planner
- Patrick T. NolanMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alexander R. NorathRockefeller Financial LLC · Certified Financial Planner
- Drew B. NormanIeq Capital, LLC · Certified Financial Planner
- Paul T. NouriNoble Advisors, LLC · Certified Financial Planner
- Jared NovakCommonwealth Financial Network · Certified Financial Planner
- Ian M. O'SheaScherer Financial Advisory Services, LLC · Certified Financial Planner
- Daniel K. OconnellWells Fargo Investment Institute, Inc. · Certified Financial Planner
- Juyoung OhAlliancebernstein L.P. · Certified Financial Planner
- Louis P. OrgeraLevel Four Advisory Services · Certified Financial Planner
- Corey OrthengrenCorient · Certified Financial Planner
- Joshua D. OrtonLgt Financial Advisors LLC · Certified Financial Planner
- Philip L. OrwigFair Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Rosilyn H. OvertonLevel Four Advisory Services · Certified Financial Planner
- Kenneth R. PainterStrata Wealth Advisors, LLC · Certified Financial Planner
- Michael ParikhM Street Capital, LLC · Certified Financial Planner
- Kevin S. ParrillRockefeller Financial LLC · Certified Financial Planner
- Shiv S. PatelTolleson Private Wealth Management · Certified Financial Planner
- Allison F. PatellaHightower Advisors, LLC · Certified Financial Planner
- Diego A. PatinoTexas Capital Bank Private Wealth Advisors · Certified Financial Planner
- Catherine M. PatrickCorda Investment Management, LLC · Certified Financial Planner
- Ross D. PauleyCapital Achievements, LLC · Certified Financial Planner
- Richard B. PearceGoldman Sachs Wealth Services, L.P. · Certified Financial Planner
- Henry R. Peeler Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Michael C. PendletonDaniels & Erickson Financial Advisors, LLC · Certified Financial Planner
- Chase A. PerryBeaird Harris · Certified Financial Planner
- James S. PerrymanPerryman Financial Advisory, Inc. · Certified Financial Planner
- William D. PerrymanPerryman Financial Advisory, Inc. · Certified Financial Planner
- Lori A. PetersCarter Advisory Services, Inc. · Certified Financial Planner
- Michael L. PettitDornick Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Benjamin R. PhilipsStrata Wealth Advisors, LLC · Certified Financial Planner
- Kyle R. PhillipGuidestone Advisors · Certified Financial Planner
- Nancy K. PhillipsPerryman Financial Advisory, Inc. · Certified Financial Planner
- Sean A. PhillipsCwm, LLC · Certified Financial Planner
- Keith A. PillersAckerman Capital Management · Certified Financial Planner
- Dana L. PingenotCorient · Certified Financial Planner
- Hilary W. PluemerProspera Financial Services, Inc. · Certified Financial Planner
- Archie A. PonceOptima Asset Management Inc. · Certified Financial Planner
- Kelli D. PorembaEdward Jones · Certified Financial Planner
- David H. PortnoyUpspring Capital LLC · Certified Financial Planner, Chartered Financial Analyst
- Shelby G. Potz-NielsenScs Capital Management LLC · Certified Financial Planner
- Joshua J. PrincePromus Advisors · Certified Financial Planner
- Erica Y. PuentCreative Planning · Certified Financial Planner
- Niko S. PuritzAscentis Wealth Management, LLC · Certified Financial Planner
- Jaryn R. QuickLee Financial Company, LLC · Certified Financial Planner
- Brian L. QuinnWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joseph R. RadovicOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kyle M. RainwaterStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Brandon D. RatzlaffCypress Point Wealth Management, LLC · Certified Financial Planner
- Jonathan M. RawlingsProspera Financial Services, Inc. · Certified Financial Planner
- Luke D. RayBrighton Jones LLC · Certified Financial Planner
- Taylor ReasonerEq Wealth Advisors · Certified Financial Planner
- Adam J. ReckerThe Mather Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Alexandra C. ReederTolleson Private Wealth Management · Certified Financial Planner
- Kelsey ReganMorgan Stanley · Certified Financial Planner
- Alisha Z. ReillyAscentis Wealth Management, LLC · Certified Financial Planner
- Joseph ReinaJ.P. Morgan Securities LLC · Certified Financial Planner
- Colton M. RichardsApeiron · Certified Financial Planner
- Mark C. RichmondAdvisor Resource Council · Certified Financial Planner
- Randall S. RichterGwn Securities Inc. · Certified Financial Planner
- Lance W. RiddleOptimal Wealth Advisors, LLC · Certified Financial Planner
- Armand RobinsonEdward Jones · Certified Financial Planner
- Hope W. RobinsonPenn Davis McFarland Inc. · Certified Financial Planner
- Jeffrey E. RobinsonGuidestone Advisors · Certified Financial Planner, Chartered Financial Consultant
- Samuel E. RodriguezAdvisor Resource Council · Certified Financial Planner
- Jeff RogersHightower Advisors, LLC · Certified Financial Planner
- Nona RosaCetera Investment Advisers LLC · Certified Financial Planner
- Grant A. RosenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Erik M. RussellCorient · Certified Financial Planner
- John T. RussellCarter Advisory Services, Inc. · Certified Financial Planner
- Robert R. RussellCharles Schwab & Co., Inc. · Certified Financial Planner
- James P. RyanProspera Financial Services, Inc. · Certified Financial Planner
- Philip B. SadtlerLevel Four Advisory Services · Certified Financial Planner, Chartered Financial Analyst
- Ivan SalazarTrue North Advisors, LLC · Certified Financial Planner
- Richard A. SalmeronRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Stephanie A. SammonsSammons Wealth · Certified Financial Planner
- James D. SandfortRockefeller Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Don B. SaulicHightower Advisors, LLC · Certified Financial Planner
- Nancy J. SawickiUBS Financial Services Inc. · Certified Financial Planner
- Andrew C. SawyerCreative Planning · Certified Financial Planner
- Scott S. SchererScherer Financial Advisory Services, LLC · Certified Financial Planner
- Jon-Erik SchoellhornEdward Jones · Certified Financial Planner
- David J. SchubertCarrington Advisors, LLC · Certified Financial Planner
- Emily N. SchulmanGuidestone Advisors · Certified Financial Planner
- Amber K. SealeRaymond James & Associates, Inc. · Certified Financial Planner
- Dax A. SealeRaymond James & Associates, Inc. · Certified Financial Planner
- David C. SegoBok Financial Private Wealth, Inc. · Certified Financial Planner, Personal Financial Specialist
- Charles W. Seigler Jr.Prospera Financial Services, Inc. · Certified Financial Planner
- Steven O. ShadeEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Benjamin S. ShaeLee Financial Company, LLC · Certified Financial Planner
- James E. ShaferMomentum Independent Network Inc. · Certified Financial Planner
- Eric S. ShafferKuhn Capital Partners · Certified Financial Planner
- Steven R. ShawFifth Third Securities, Inc. · Certified Financial Planner
- Ryan SheaApeiron · Certified Financial Planner
- John E. ShireyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael J. ShockleyCorient · Certified Financial Planner
- Hunter ShoemakeMai Capital Management, LLC · Certified Financial Planner
- Aleksandra ShteynEdelman Financial Engines · Certified Financial Planner
- Jacob R. SiadekCorient · Certified Financial Planner
- Matthew C. SibleyCorient · Certified Financial Planner
- Jordan A. SiebenCorient · Certified Financial Planner
- Daniel P. SilgueroFrost Investment Services · Certified Financial Planner
- Scott SkrockiTrue North Advisors, LLC · Certified Financial Planner
- Emily SmeltzLee Financial Company, LLC · Certified Financial Planner
- Andrew M. SmithKayne Anderson Rudnick Investment Management, LLC · Certified Financial Planner
- Chad A. SmithBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- E Lawrence T. SmithOsaic Wealth, Inc. · Certified Financial Planner
- Stuart C. SmithWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ted D. SnowKestra Advisory Services, LLC · Certified Financial Planner
- Ryan L. SoulierMML Investors Services, LLC · Certified Financial Planner
- Marcia Sue S. SpellmanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Katelyn E. StanchfieldJ.P. Morgan Securities LLC · Certified Financial Planner
- Timothy D. StarkMML Investors Services, LLC · Certified Financial Planner
- Anna K. StaufferMercer Global Advisors Inc. · Certified Financial Planner
- Jeremy B. StaussTruist Advisory Services, Inc. · Certified Financial Planner
- Thomas G. StecikAdvisor Resource Council · Certified Financial Planner
- Chad StephensWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Carolyn O. SterlingProspera Financial Services, Inc. · Certified Financial Planner
- Theresa R. StevensCommerce Street Investment Management · Certified Financial Planner
- Mark StrandCitigroup Global Markets Inc. · Certified Financial Planner
- Mark S. StrattonLPL Financial LLC · Certified Financial Planner
- Philip A. StrunkCommonwealth Financial Network · Certified Financial Planner
- Connor M. SturgessLevel Four Advisory Services · Certified Financial Planner
- Elizabeth A. SullivanMurphy & Sylvest · Certified Financial Planner
- Daniel J. SwainCarter Advisory Services, Inc. · Certified Financial Planner
- Andrew SwedlundRockefeller Financial LLC · Certified Financial Planner
- Emily N. SwerdlowHoward Financial Services, Ltd. · Certified Financial Planner
- Mark C. SzymanskiCetera Investment Advisers LLC · Certified Financial Planner
- Eli J. TabariaPinecrest Advisory Services, LLC · Certified Financial Planner
- Alex M. TaylorCorient · Certified Financial Planner
- Jessica E. TaylorTolleson Private Wealth Management · Certified Financial Planner
- Richard L. TerrillUBS Financial Services Inc. · Certified Financial Planner
- Dorothy C. ThomasMercer Global Advisors Inc. · Certified Financial Planner
- Terry L. Thompkins IILevel Four Advisory Services · Certified Financial Planner
- Justin L. ThompsonMatter Family Office · Certified Financial Planner
Firms with the most CFP professionals in Dallas
Corient 27Raymond James Financial Services Advisors, Inc. 19Cetera Investment Advisers LLC 18Hightower Advisors, LLC 18Advisor Resource Council 17Lee Financial Company, LLC 15J.P. Morgan Securities LLC 14Tolleson Private Wealth Management 14Guidestone Advisors 12LPL Financial LLC 11Wells Fargo Clearing Services, LLC 11Edward Jones 10Mercer Global Advisors Inc. 10Rockefeller Financial LLC 10Apeiron 9
CFP advisors in other Texas cities
All of Texas →Houston 620Austin 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 22Round Rock 22
Questions
How many CFP financial advisors are in Dallas, TX?
565 SEC-registered investment adviser representatives at firm offices in Dallas, Texas list the CFP designation; Corient employs the most of them (27).
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 Dallas?
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.