Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kingwood, TX
Every SEC-registered financial advisor at a firm office in Kingwood who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Kingwood; the most are at Roth Financial Partners LLC (3). 11 are also registered broker representatives.
CFP advisors in Kingwood, A to Z
Every advisor in Kingwood →- Noor S. AmiraliD.H. Hill Advisors, Inc. · Certified Financial Planner
- Jonathan L. BlakelockLPL Financial LLC · Certified Financial Planner
- Felicia A. CumbyEdward Jones · Certified Financial Planner
- Terrance S. ElderUs 1st Wealth Management · Certified Financial Planner
- Pardis FerdosiCetera Investment Advisers LLC · Certified Financial Planner
- Lynn D. FletcherCetera Investment Advisers LLC · Certified Financial Planner
- Eric A. JohnsonRoth Financial Partners LLC · Certified Financial Planner
- Robert W. MitchellFarmers Asset Management, LLC · Certified Financial Planner
- Timothy J. NeumannLPL Financial LLC · Certified Financial Planner
- Cassandra M. RichardsonJ.P. Morgan Securities LLC · Certified Financial Planner
- John RogersWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- James A. RothRoth Financial Partners LLC · Certified Financial Planner
- Peter B. RothRoth Financial Partners LLC · Certified Financial Planner
- Matthew T. RussellMtr Financial Services, LLC · Certified Financial Planner
- Christopher M. WiseMutual Advisors, LLC · Certified Financial Planner
- Colin WongEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Kingwood
Roth Financial Partners LLC 3Cetera Investment Advisers LLC 2Edward Jones 2LPL Financial LLC 2Cetera Planning Partners 1D.H. Hill Advisors, Inc. 1Farmers Asset Management, LLC 1J.P. Morgan Securities LLC 1Mtr Financial Services, LLC 1Mutual Advisors, LLC 1Optivise Advisory Services LLC 1Us 1st Wealth Management 1Wells Fargo Advisors Financial Network, 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 22Flower Mound 22New Braunfels 22
Questions
How many CFP financial advisors are in Kingwood, TX?
16 SEC-registered investment adviser representatives at firm offices in Kingwood, Texas list the CFP designation; Roth Financial Partners LLC 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 Kingwood?
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.