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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Kennedale, TX

Every SEC-registered financial advisor at a firm office in Kennedale who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in Kennedale; the most are at Usaa Investment Services Company (1). 1 are also registered broker representatives.

CFP advisors in Kennedale, A to Z

Every advisor in Kennedale →
  • Nicholas J. BrownUsaa Investment Services Company · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Kennedale

Usaa Investment Services Company 1

CFP advisors in other Texas cities

All of Texas →

Houston 632Austin 568Dallas 555Plano 260San Antonio 195Fort Worth 188Westlake 152The Woodlands 86Frisco 58Southlake 51Sugar Land 45Lubbock 43Richardson 39Georgetown 31Katy 29College Station 28McKinney 28Allen 27Addison 26Amarillo 24Arlington 24El Paso 23Round Rock 23Denton 21

Questions

How many CFP financial advisors are in Kennedale, TX?

1 SEC-registered investment adviser representatives at firm offices in Kennedale, Texas list the CFP designation; Usaa Investment Services Company employs the most of them (1).

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 Kennedale?

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.