Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lubbock, TX
Every SEC-registered financial advisor at a firm office in Lubbock who lists the Certified Financial Planner designation, A to Z.
40 CFP professionals work in Lubbock; the most are at LPL Financial LLC (6). 25 are also registered broker representatives.
CFP advisors in Lubbock, A to Z
Every advisor in Lubbock →- George AllenAmicus Financial Advisors, LLC · Certified Financial Planner
- Matthew C. AngelAngel Legacy Advisors, LLC · Certified Financial Planner
- Mark I. BassCetera Investment Advisers LLC · Certified Financial Planner
- Aaron J. BlyAmicus Financial Advisors, LLC · Certified Financial Planner
- Jonathon B. BoltCrescent Advisor Group, Inc. · Certified Financial Planner
- Raymond K. BonnerBonner & Smith, LLC · Certified Financial Planner
- Alan J. BunnBentoak Capital · Certified Financial Planner
- Jonathan S. CaseboltLPL Financial LLC · Certified Financial Planner
- Martin C. CumbieRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nathan K. DavisEdward Jones · Certified Financial Planner
- Gregory A. DeckertGreen & Deckert LLC · Certified Financial Planner
- Jennifer C. DeverCetera Investment Advisers LLC · Certified Financial Planner
- Carlos R. DiazWells Fargo Clearing Services, LLC · Certified Financial Planner
- Van A. EcholsMML Investors Services, LLC · Certified Financial Planner
- Johnathan D. FinleyOpen Door Financial Advisors · Certified Financial Planner
- John T. FunkWells Fargo Clearing Services, LLC · Certified Financial Planner
- Grant C. GabrielEdward Jones · Certified Financial Planner
- William S. GarrisonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Hunter P. HaleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Debra L. HedgcothLPL Financial LLC · Certified Financial Planner
- Dallas A. KillmanFocus Partners Wealth, LLC · Certified Financial Planner
- George R. Kirkland Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kyle T. LaughlinMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Barry K. MaloneLPL Financial LLC · Certified Financial Planner
- Lenzie M. MasonEdward Jones · Certified Financial Planner
- Michael J. MassengaleLPL Financial LLC · Certified Financial Planner
- Ted M. MonroeOsaic Wealth, Inc. · Certified Financial Planner
- Justin L. PriceAim Advisory Group, LLC · Certified Financial Planner
- James P. ReynoldsEdward Jones · Certified Financial Planner
- John H. RussellThe Advisors Group · Certified Financial Planner
- Shelby L. RussellThe Advisors Group · Certified Financial Planner
- John R. SalterEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Eric N. SawyerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Ladonna K. ScottWealth Watch Advisors, Inc. · Certified Financial Planner
- Jason R. SeefeldAmeriprise Financial Services, LLC · Certified Financial Planner
- Evan J. SmithAmicus Financial Advisors, LLC · Certified Financial Planner
- Susan D. SmithBonner & Smith, LLC · Certified Financial Planner
- Chelsey SnyderCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jacob L. WinstonLPL Financial LLC · Certified Financial Planner
- David D. YonkerLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Lubbock
LPL Financial LLC 6Edward Jones 4Amicus Financial Advisors, LLC 3Raymond James Financial Services Advisors, Inc. 3Ameriprise Financial Services, LLC 2Bonner & Smith, LLC 2Cambridge Investment Research Advisors, Inc. 2Cetera Investment Advisers LLC 2The Advisors Group 2Wells Fargo Clearing Services, LLC 2Aim Advisory Group, LLC 1Angel Legacy Advisors, LLC 1Bentoak Capital 1Crescent Advisor Group, Inc. 1Evensky & Katz/Foldes Wealth Management 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 44Richardson 33Georgetown 32Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in Lubbock, TX?
40 SEC-registered investment adviser representatives at firm offices in Lubbock, Texas list the CFP designation; LPL Financial LLC employs the most of them (6).
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 Lubbock?
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.