Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Pearland, TX
Every SEC-registered financial advisor at a firm office in Pearland who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Pearland; the most are at Edward Jones (2). 3 are also registered broker representatives.
CFP advisors in Pearland, A to Z
Every advisor in Pearland →- Adam T. BeatyBullogic Wealth Management · Certified Financial Planner
- Cody L. GarrettMeasure Twice Financial LLC · Certified Financial Planner
- Cynthia I. JonesEdward Jones · Certified Financial Planner
- Theodore X. KoinisHelios Wealth Advisors, LLC · Certified Financial Planner
- Jesus Marquez Jr.Ez Financial Group Inc. · Certified Financial Planner
- Matthew J. WickeEdward Jones · Certified Financial Planner
- J Thomas A. YbarboJ.P. Morgan Securities LLC · Certified Financial Planner
Firms with the most CFP professionals in Pearland
Edward Jones 2Bullogic Wealth Management 1Ez Financial Group Inc. 1Helios Wealth Advisors, LLC 1J.P. Morgan Securities LLC 1Measure Twice Financial 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 Pearland, TX?
7 SEC-registered investment adviser representatives at firm offices in Pearland, 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 Pearland?
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.