Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Nacogdoches, TX
Every SEC-registered financial advisor at a firm office in Nacogdoches who lists the Certified Financial Planner designation, A to Z.
The short answer
12 CFP professionals work in Nacogdoches; the most are at Edward Jones (5). 5 are also registered broker representatives.
CFP advisors in Nacogdoches, A to Z
Every advisor in Nacogdoches →- Jason M. BarberUptick Partners, LLC · Certified Financial Planner
- Steven W. BarberUptick Partners, LLC · Certified Financial Planner
- Benjamin N. FredricksonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Heather E. HarrisEdward Jones · Certified Financial Planner
- James H. HenryUptick Partners, LLC · Certified Financial Planner
- Kyle E. HoganUptick Partners, LLC · Certified Financial Planner
- Scarlett R. LongParkway Wealth Management Group, LLC · Certified Financial Planner
- Gregg W. NicholsEdward Jones · Certified Financial Planner
- Alex S. NikulinUptick Partners, LLC · Certified Financial Planner
- Jarrod P. NullLasting Mark Retirement Group LLC · Certified Financial Planner
- Dane L. PhillipsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- David L. Phillips IIEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Nacogdoches
Edward Jones 5Uptick Partners, LLC 5Lasting Mark Retirement Group LLC 1Parkway Wealth Management Group, LLC 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 Nacogdoches, TX?
12 SEC-registered investment adviser representatives at firm offices in Nacogdoches, Texas list the CFP designation; Edward Jones 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 Nacogdoches?
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.