Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Odessa, TX
Every SEC-registered financial advisor at a firm office in Odessa who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Odessa; the most are at Edward Jones (5). 8 are also registered broker representatives.
CFP advisors in Odessa, A to Z
Every advisor in Odessa →- Troy A. ChesnutLasalle St. Investment Advisors, L.L.C. · Certified Financial Planner
- Caleb R. GoldEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Erica R. GuerreroEdward Jones · Certified Financial Planner
- Shay HammontreeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mickey B. HeflinEdward Jones · Certified Financial Planner
- Marissa SalgadoEdward Jones · Certified Financial Planner
- Nicklaus D. WebsterEdward Jones · Certified Financial Planner
- Stephen C. WilsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Odessa
Edward Jones 5Lasalle St. Investment Advisors, L.L.C. 1Raymond James Financial Services Advisors, Inc. 1Wells Fargo Advisors Financial Network, 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 Odessa, TX?
8 SEC-registered investment adviser representatives at firm offices in Odessa, 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 Odessa?
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.