Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lakeway, TX
Every SEC-registered financial advisor at a firm office in Lakeway who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Lakeway; the most are at Edward Jones (3). 10 are also registered broker representatives.
CFP advisors in Lakeway, A to Z
Every advisor in Lakeway →- William P. BrennanStrategic Advisers LLC · Certified Financial Planner
- John W. Brodnax Jr.Texas Asset Management · Certified Financial Planner
- William C. CollinsOsaic Wealth, Inc. · Certified Financial Planner
- Kevin T. CorriganJ.P. Morgan Securities LLC · Certified Financial Planner
- Massimiliano De SantisDesmo Wealth Advisors, LLC · Certified Financial Planner
- Lauren FischerFinancial Gravity Family Office Services, LLC · Certified Financial Planner
- Adam J. GafkenEdward Jones · Certified Financial Planner
- Scott P. HamiltonHamilton Financial Planning LLC · Certified Financial Planner
- Clinton D. McCallaWedmont Private Capital · Certified Financial Planner
- Elvin G. MillerTexas Asset Management · Certified Financial Planner
- Nicholas R. PhilbeckLPL Financial LLC · Certified Financial Planner
- Darrell E. RupertCetera Investment Advisers LLC · Certified Financial Planner
- Frank SoriaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Colin J. TracyEdward Jones · Certified Financial Planner
- Scott S. TracyEdward Jones · Certified Financial Planner
- John M. TurnerCetera Investment Advisers LLC · Certified Financial Planner
- Adam H. WolfCoyle Capital, LLC · Certified Financial Planner
Firms with the most CFP professionals in Lakeway
Edward Jones 3Cetera Investment Advisers LLC 2Texas Asset Management 2Coyle Capital, LLC 1Desmo Wealth Advisors, LLC 1Financial Gravity Family Office Services, LLC 1Hamilton Financial Planning LLC 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Strategic Advisers LLC 1Wedmont Private Capital 1Wells Fargo Clearing Services, 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 Lakeway, TX?
17 SEC-registered investment adviser representatives at firm offices in Lakeway, 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 Lakeway?
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.