Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Grapevine, TX
Every SEC-registered financial advisor at a firm office in Grapevine who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Grapevine; the most are at Edward Jones (3). 11 are also registered broker representatives.
CFP advisors in Grapevine, A to Z
Every advisor in Grapevine →- Heath P. AbernathyOsaic Wealth, Inc. · Certified Financial Planner
- Jeremy S. AndriesFlourish Financial Planning · Certified Financial Planner
- Logan BennettBrexton Family Financial, LLC · Certified Financial Planner
- John H. BoyleAscent Capital Partners, LLC · Certified Financial Planner
- David J. BuhrLPL Financial LLC · Certified Financial Planner
- Benjamin C. DavisStrategic Advisers LLC · Certified Financial Planner
- Martin R. DayBrexton Family Financial, LLC · Certified Financial Planner
- James T. ErohStrategic Advisers LLC · Certified Financial Planner
- Andrew G. EureEdward Jones · Certified Financial Planner
- Michael S. FranklinAsset Preservation Group Inc. · Certified Financial Planner
- Christopher S. HammondsStrategic Advisers LLC · Certified Financial Planner
- Robert L. HrnicekRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Alejandro LozanoFlourish Financial Planning · Certified Financial Planner
- Robyn L. ScottEdward Jones · Certified Financial Planner
- James R. StillJasi Financial, Inc. · Certified Financial Planner
- Monica M. StormEdward Jones · Certified Financial Planner
- Tim WaterworthKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Grapevine
Edward Jones 3Strategic Advisers LLC 3Brexton Family Financial, LLC 2Flourish Financial Planning 2Ascent Capital Partners, LLC 1Asset Preservation Group Inc. 1Jasi Financial, Inc. 1Kestra Advisory Services, LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, 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 Grapevine, TX?
17 SEC-registered investment adviser representatives at firm offices in Grapevine, Texas list the CFP designation; Edward Jones 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 Grapevine?
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.