Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Magnolia, TX

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

The short answer

3 CFP professionals work in Magnolia; the most are at Cetera Investment Advisers LLC (1). 2 are also registered broker representatives.

CFP advisors in Magnolia, A to Z

Every advisor in Magnolia →

Gregory E. Cater Jr.Cetera Investment Advisers LLC · Certified Financial Planner
William J. GoschGosch Wealth Advisory · Certified Financial Planner, Personal Financial Specialist
John J. JablonskiLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Magnolia

Cetera Investment Advisers LLC 1 Gosch Wealth Advisory 1 LPL Financial LLC 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 Magnolia, TX?

3 SEC-registered investment adviser representatives at firm offices in Magnolia, Texas list the CFP designation; Cetera Investment Advisers LLC 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 Magnolia?

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.