Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in McKinney, TX

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

29 CFP professionals work in McKinney; the most are at LPL Financial LLC (5). 15 are also registered broker representatives.

CFP advisors in McKinney, A to Z

Every advisor in McKinney →

Mark M. AhmadiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Vj ArjanConcap LLC · Certified Financial Planner, Chartered Financial Consultant
Kevin B. ArmesLPL Financial LLC · Certified Financial Planner
Clark D. BuchananSuccession Financial, Inc. · Certified Financial Planner
Abigail M. CasadyEversource Wealth Advisors, LLC · Certified Financial Planner
Denise R. DorbritzEdward Jones · Certified Financial Planner
Caroline G. FogartyCharles Schwab & Co., Inc. · Certified Financial Planner
Lori B. GivensAlign Financial Advisors, LLC · Certified Financial Planner
Barron D. Gray IIGray Financial Planning LLC · Certified Financial Planner
Dante R. JeffersonStrategic Advisers LLC · Certified Financial Planner
John W. KopenhaverLPL Financial LLC · Certified Financial Planner
Neil KrishnaswamyKrishna Wealth Planning · Certified Financial Planner
William C. LeffallLPL Financial LLC · Certified Financial Planner
Matthew D. LudwickFowler Financial Management · Certified Financial Planner
Jeffrey M. MinucciLPL Financial LLC · Certified Financial Planner
Jefferson J. NashNashional Investments · Certified Financial Planner
Kevin A. NelsonCorus Family Wealth Advisors, Inc. · Certified Financial Planner
Frank W. PerryRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
John L. PottsOsaic Wealth, Inc. · Certified Financial Planner
David B. RyzmanLPL Financial LLC · Certified Financial Planner
Kelley J. SchubertCorus Family Wealth Advisors, Inc. · Certified Financial Planner
Kristen G. SmithCompound Planning, Inc. · Certified Financial Planner
Robert C. SternJefferies Investment Advisers LLC · Certified Financial Planner
Robert E. StevensEdward Jones · Certified Financial Planner
Sam L. Thornal IIAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Ralph Ujano Jr.The Ujano Advisory Group LLC · Certified Financial Planner
Scott A. VedaneEdward Jones · Certified Financial Planner
Shar-Ne P. WarrenFinancial Excavation · Certified Financial Planner
Eric E. WolfeSuccession Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in McKinney

LPL Financial LLC 5 Edward Jones 4 Corus Family Wealth Advisors, Inc. 2 Succession Financial, Inc. 2 Align Financial Advisors, LLC 1 Ameriprise Financial Services, LLC 1 Charles Schwab & Co., Inc. 1 Compound Planning, Inc. 1 Concap LLC 1 Eversource Wealth Advisors, LLC 1 Financial Excavation 1 Fowler Financial Management 1 Gray Financial Planning LLC 1 Jefferies Investment Advisers LLC 1 Krishna Wealth Planning 1

CFP advisors in other Texas cities

All of Texas →

Houston 620 Dallas 565 Austin 545 Plano 259 Fort Worth 193 San Antonio 187 Westlake 153 The Woodlands 87 Southlake 58 Frisco 57 Sugar Land 44 Lubbock 40 Richardson 33 Georgetown 32 Addison 31 Allen 29 Katy 28 Arlington 27 College Station 25 Amarillo 23 El Paso 22 Flower Mound 22 New Braunfels 22 Round Rock 22

Questions

How many CFP financial advisors are in McKinney, TX?

29 SEC-registered investment adviser representatives at firm offices in McKinney, Texas list the CFP designation; LPL Financial LLC employs the most of them (5).

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 McKinney?

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.