Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Friendswood, TX
Every SEC-registered financial advisor at a firm office in Friendswood who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Friendswood; the most are at Commonwealth Financial Network (2). 6 are also registered broker representatives.
CFP advisors in Friendswood, A to Z
Every advisor in Friendswood →- Aaron B. Daniel IIEdward Jones · Certified Financial Planner
- Brian N. EverettLifestyle Asset Management, Inc. · Certified Financial Planner
- Harris B. HansonTexas Family Wealth, LLC · Certified Financial Planner
- Tommy J. HigginsCommonwealth Financial Network · Certified Financial Planner
- Angela JohnsonWorthen Financial Advisors · Certified Financial Planner
- James R. MunchbachBayrock Financial, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- Jamie S. StaggsLifestyle Asset Management, Inc. · Certified Financial Planner
- Stephen M. UnderwoodStrategic Advisers LLC · Certified Financial Planner
- John R. WestermanCommonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Friendswood
Commonwealth Financial Network 2Lifestyle Asset Management, Inc. 2Bayrock Financial, L.L.C. 1Edward Jones 1Strategic Advisers LLC 1Texas Family Wealth, LLC 1Worthen Financial Advisors 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 Friendswood, TX?
9 SEC-registered investment adviser representatives at firm offices in Friendswood, Texas list the CFP designation; Commonwealth Financial Network 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 Friendswood?
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.