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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mt Pleasant, TX

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

The short answer

4 CFP professionals work in Mt Pleasant; the most are at Prospera Financial Services, Inc. (2). 4 are also registered broker representatives.

CFP advisors in Mt Pleasant, A to Z

Every advisor in Mt Pleasant →

Firms with the most CFP professionals in Mt Pleasant

Prospera Financial Services, Inc. 2Cetera Investment Advisers LLC 1Edward Jones 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 Mt Pleasant, TX?

4 SEC-registered investment adviser representatives at firm offices in Mt Pleasant, Texas list the CFP designation; Prospera Financial Services, Inc. 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 Mt Pleasant?

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.