Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lakeside, TX

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

The short answer

1 CFP advisor work in Lakeside; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Lakeside, A to Z

Every advisor in Lakeside →

Jake H. CrawfordEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Lakeside

Edward Jones 1

CFP advisors in other Texas cities

All of Texas →

Houston 695 Austin 651 Dallas 620 Plano 301 San Antonio 227 Fort Worth 216 Westlake 172 The Woodlands 103 Frisco 66 Southlake 55 Lubbock 51 Sugar Land 49 Richardson 43 McKinney 33 Georgetown 32 Allen 31 Katy 31 Amarillo 30 College Station 29 Addison 28 Arlington 28 Round Rock 26 El Paso 25 Cedar Park 23

Questions

How many CFP financial advisors are in Lakeside, TX?

1 SEC-registered investment adviser representatives at firm offices in Lakeside, Texas list the CFP designation; Edward Jones 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 Lakeside?

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.