Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Longview, TX
Every SEC-registered financial advisor at a firm office in Longview who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Longview; the most are at Osaic Wealth, Inc. (3). 11 are also registered broker representatives.
CFP advisors in Longview, A to Z
Every advisor in Longview →- John M. BlackOsaic Wealth, Inc. · Certified Financial Planner
- Cassidy CarrCg Advisory Services · Certified Financial Planner
- Walter K. CashWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kellyn R. DrayerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Sean J. GreenRose Wealth, LLC · Certified Financial Planner
- Kelon C. HallLPL Financial LLC · Certified Financial Planner
- Jack C. Marino Jr.Lake Hills Wealth Management, LLC · Certified Financial Planner
- Den H. MurleyBelonging Wealth Management · Certified Financial Planner
- Carl M. Newman Jr.LPL Financial LLC · Certified Financial Planner
- Clinton S. QuinnOsaic Wealth, Inc. · Certified Financial Planner
- Brandon RenfroBelonging Wealth Management · Certified Financial Planner
- Thomas E. RileyRBC Capital Markets, LLC · Certified Financial Planner
- Logan D. SkinnerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Lance G. SlatenEdward Jones · Certified Financial Planner
- Dave L. Spurrier&Partners · Certified Financial Planner
- Blake C. WhiteOsaic Wealth, Inc. · Certified Financial Planner
- Abigail N. WilliamsNaviant Partners, LLC · Certified Financial Planner
Firms with the most CFP professionals in Longview
Osaic Wealth, Inc. 3Belonging Wealth Management 2LPL Financial LLC 2&Partners 1Cg Advisory Services 1Edward Jones 1Lake Hills Wealth Management, LLC 1Naviant Partners, LLC 1RBC Capital Markets, LLC 1Raymond James Financial Services Advisors, Inc. 1Rose Wealth, LLC 1Stifel, Nicolaus & Company, Incorporated 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 Longview, TX?
17 SEC-registered investment adviser representatives at firm offices in Longview, Texas list the CFP designation; Osaic Wealth, Inc. 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 Longview?
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.