Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Flower Mound, TX
Every SEC-registered financial advisor at a firm office in Flower Mound who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Flower Mound; the most are at Gds Wealth Management (4). 13 are also registered broker representatives.
CFP advisors in Flower Mound, A to Z
Every advisor in Flower Mound →- Daniel P. AmadorGds Wealth Management · Certified Financial Planner
- Jerry Boda Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Emil BudilovJ.P. Morgan Securities LLC · Certified Financial Planner
- William D. CollinsEdward Jones · Certified Financial Planner
- Jace D. DarrowGds Wealth Management · Certified Financial Planner
- Albert E. Dean IIIRiverchase Wealth Management, LLC · Certified Financial Planner
- Donalee M. GonzalesLPL Financial LLC · Certified Financial Planner
- Sean P. KelleherRiverchase Wealth Management, LLC · Certified Financial Planner
- Luke A. McKee323 Wealth Management, LLC · Certified Financial Planner
- Jordan R. PenceMha Financial Corp. · Certified Financial Planner
- Justin K. PierceStrategic Advisers LLC · Certified Financial Planner
- Samuel T. PokludaGds Wealth Management · Certified Financial Planner
- Frank Rattan Jr.Edward Jones · Certified Financial Planner
- Nicholas RiceCommonwealth Financial Network · Certified Financial Planner
- Jeff SchuettsMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Rod I. SkafCetera Investment Advisers LLC · Certified Financial Planner
- Cameron E. SmithCommonwealth Financial Network · Certified Financial Planner
- Glen D. SmithGds Wealth Management · Certified Financial Planner
- Ashley R. ThackerBrookstone Capital Management LLC · Certified Financial Planner
- Jason P. WhiteLPL Financial LLC · Certified Financial Planner
- Gregory W. Wilson323 Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel C. YoungbloodPrivate Advisor Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Flower Mound
Gds Wealth Management 4323 Wealth Management, LLC 2Commonwealth Financial Network 2Edward Jones 2LPL Financial LLC 2Riverchase Wealth Management, LLC 2Brookstone Capital Management LLC 1Cetera Investment Advisers LLC 1J.P. Morgan Securities LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Mha Financial Corp. 1Osaic Wealth, Inc. 1Private Advisor Group, LLC 1Strategic Advisers 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 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in Flower Mound, TX?
22 SEC-registered investment adviser representatives at firm offices in Flower Mound, Texas list the CFP designation; Gds 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 Flower Mound?
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.