Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Katy, TX
Every SEC-registered financial advisor at a firm office in Katy who lists the Certified Financial Planner designation, A to Z.
28 CFP professionals work in Katy; the most are at Edward Jones (3). 18 are also registered broker representatives.
CFP advisors in Katy, A to Z
Every advisor in Katy →- Rudolph C. AmmerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jacob A. AndersonAmeriprise Financial Services, LLC · Certified Financial Planner
- Richard A. BeckerGwn Securities Inc. · Certified Financial Planner
- Narine V. BholaStrategic Advisers LLC · Certified Financial Planner
- Wesley J. BlackmonEdward Jones · Certified Financial Planner
- Anthony J. BurgardWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jason W. Ceyanes Sr.Encompass Advisory Services, LLC · Certified Financial Planner
- Shelbi A. ChapaEdward Jones · Certified Financial Planner
- Samuelson I. DrumondDrumond Wealth Management · Certified Financial Planner
- Kyle S. FlodderEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robin A. GilesApex Wealth Management, LLC · Certified Financial Planner
- Justin L. GreeneStrategic Advisers LLC · Certified Financial Planner
- Irene O. HaasOsaic Wealth, Inc. · Certified Financial Planner
- William Keel IIIOsaic Wealth, Inc. · Certified Financial Planner
- Glenda A. MartinezRBC Capital Markets, LLC · Certified Financial Planner
- Brian T. McCaffreyGwn Securities Inc. · Certified Financial Planner
- Jeffrey M. McCullochTrisperity Advisors, LLC · Certified Financial Planner
- Jason L. McGarraughBentoak Capital · Certified Financial Planner
- Janet J. MontgomeryCetera Investment Advisers LLC · Certified Financial Planner
- Craig S. NarumTrisperity Advisors, LLC · Certified Financial Planner
- Joann M. NorthBrookwood Investment Group · Certified Financial Planner
- Marco J. RimassaBeaumont Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Mitchell G. RubinHornor, Townsend & Kent, LLC · Certified Financial Planner
- C Travis SaackeAmeriprise Financial Services, LLC · Certified Financial Planner
- Deborah D. SaurageEdward Jones · Certified Financial Planner
- Derek J. SensenigEncompass Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Benjamin C. SimiskeyLakes Wealth Advisory, LLC · Certified Financial Planner
- Giao N. VoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Katy
Edward Jones 3Ameriprise Financial Services, LLC 2Cambridge Investment Research Advisors, Inc. 2Encompass Advisory Services, LLC 2Gwn Securities Inc. 2Osaic Wealth, Inc. 2Strategic Advisers LLC 2Trisperity Advisors, LLC 2Apex Wealth Management, LLC 1Beaumont Asset Management, LLC 1Bentoak Capital 1Brookwood Investment Group 1Cetera Investment Advisers LLC 1Drumond Wealth Management 1Equitable Advisors, 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 29Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in Katy, TX?
28 SEC-registered investment adviser representatives at firm offices in Katy, 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 Katy?
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.