Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Midland, TX
Every SEC-registered financial advisor at a firm office in Midland who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Midland; the most are at Cerity Partners LLC (2). 9 are also registered broker representatives.
CFP advisors in Midland, A to Z
Every advisor in Midland →- Laurie A. BelewCerity Partners LLC · Certified Financial Planner
- William W. BellRca Advisory Services · Certified Financial Planner
- Grace E. DeweesCerity Partners LLC · Certified Financial Planner
- Brian L. FralinBurgeon Capital · Certified Financial Planner
- Thomas E. HillEdward Jones · Certified Financial Planner
- Cressinda N. HyattEight 31 Financial, LLC · Certified Financial Planner
- Kimberly E. JohnsonEdward Jones · Certified Financial Planner
- Phillip K. KnightAmericana Partners, LLC · Certified Financial Planner
- Wesley G. KnowltonCharles Schwab & Co., Inc. · Certified Financial Planner
- Crystal L. RauBeyond Balanced Financial Planning, LLC · Certified Financial Planner
- Richey W. RogersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Karl N. RundgrenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Keri L. VaughtCetera Investment Advisers LLC · Certified Financial Planner
- Norma E. WhitsittRBC Capital Markets, LLC · Certified Financial Planner
Firms with the most CFP professionals in Midland
Cerity Partners LLC 2Edward Jones 2Raymond James Financial Services Advisors, Inc. 2Americana Partners, LLC 1Beyond Balanced Financial Planning, LLC 1Burgeon Capital 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Eight 31 Financial, LLC 1Origin Investment Advisory LLC 1RBC Capital Markets, LLC 1Rca Advisory Services 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 Midland, TX?
14 SEC-registered investment adviser representatives at firm offices in Midland, Texas list the CFP designation; Cerity Partners LLC employs the most of them (2).
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 Midland?
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.