Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Richland Hills, TX
Every SEC-registered financial advisor at a firm office in North Richland Hills who lists the Certified Financial Planner designation, A to Z.
The short answer
6 CFP professionals work in North Richland Hills; the most are at Edward Jones (2). 4 are also registered broker representatives.
CFP advisors in North Richland Hills, A to Z
Every advisor in North Richland Hills →- Christopher J. BolisayStrategic Advisers LLC · Certified Financial Planner
- Michael W. BrownEdward Jones · Certified Financial Planner
- Cory M. DowellUBS Financial Services Inc. · Certified Financial Planner
- Kyle A. MooreSmartpath Advisors · Certified Financial Planner
- Gary E. ShortEdward Jones · Certified Financial Planner
- Christel L. WalkerNavigo Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in North Richland Hills
Edward Jones 2Cru Wealth Management 1Navigo Wealth Management, LLC 1Smartpath Advisors 1Strategic Advisers LLC 1UBS Financial Services Inc. 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 North Richland Hills, TX?
6 SEC-registered investment adviser representatives at firm offices in North Richland Hills, Texas list the CFP designation; Edward Jones 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 North Richland Hills?
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.