Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Richardson, TX
Every SEC-registered financial advisor at a firm office in Richardson who lists the Certified Financial Planner designation, A to Z.
33 CFP professionals work in Richardson; the most are at Ameriprise Financial Services, LLC (4). 21 are also registered broker representatives.
CFP advisors in Richardson, A to Z
Every advisor in Richardson →- Stephen J. BlumStrategic Wealth Planning · Certified Financial Planner, Chartered Financial Consultant
- Olga BosovikEdward Jones · Certified Financial Planner
- John C. BrickhouseD.H. Hill Advisors, Inc. · Certified Financial Planner
- Tyler R. BurnsEdward Jones · Certified Financial Planner
- Aaron M. ByrkitBland Garvey Wealth Advisors, LLC · Certified Financial Planner
- Sarah V. CroweGenerational Wealth Advisors · Certified Financial Planner
- Evan S. CureOsaic Wealth, Inc. · Certified Financial Planner
- Amy J. DatemaAmeriprise Financial Services, LLC · Certified Financial Planner
- Lucy C. DetwilerCetera Investment Advisers LLC · Certified Financial Planner
- Timothy J. DierkesLPL Financial LLC · Certified Financial Planner
- Shaun M. DowlingSendera Wealth Advisors · Certified Financial Planner
- David J. DuggerKestra Advisory Services, LLC · Certified Financial Planner
- Stephen I. FalkKestra Advisory Services, LLC · Certified Financial Planner
- Tiffany D. GarzaMercer Global Advisors Inc. · Certified Financial Planner
- Victor H. GarzaErnst & Young Investment Advisers LLP · Certified Financial Planner
- Jason W. HabernEdward Jones · Certified Financial Planner
- Stephen T. HartGenerational Wealth Advisors · Certified Financial Planner
- Anant K. JainFinancial Management Strategies, Inc. · Certified Financial Planner
- Jonathon KangEdward Jones · Certified Financial Planner
- James E. LabrecqueKestra Advisory Services, LLC · Certified Financial Planner
- Brian H. LangfordAmeriprise Financial Services, LLC · Certified Financial Planner
- Charles R. MantheyBluechip Financial Planning, Inc. · Certified Financial Planner
- Hannah J. MooreGuiding Wealth Management, LLC · Certified Financial Planner
- Wesley R. PingeltonNorthill Aims, LLC · Certified Financial Planner, Chartered Financial Analyst
- John D. PritchettGenerational Wealth Advisors · Certified Financial Planner
- Robert S. Rice Jr.Generational Wealth Advisors · Certified Financial Planner
- Zeta L. RussellTuggle & Russell, L.L.C. · Certified Financial Planner
- William A. SheaOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Milan SmadoAmeriprise Financial Services, LLC · Certified Financial Planner
- Sandra A. StrohmeyerAmeriprise Financial Services, LLC · Certified Financial Planner
- Gary B. TrempeFrost Investment Services · Certified Financial Planner
- Andrew D. WattsCetera Investment Advisers LLC · Certified Financial Planner
- Ryan W. WoodLemnis Capital · Certified Financial Planner
Firms with the most CFP professionals in Richardson
Ameriprise Financial Services, LLC 4Edward Jones 4Generational Wealth Advisors 4Kestra Advisory Services, LLC 3Cetera Investment Advisers LLC 2Osaic Wealth, Inc. 2Advisory Solutions Group 1Bland Garvey Wealth Advisors, LLC 1Bluechip Financial Planning, Inc. 1D.H. Hill Advisors, Inc. 1Ernst & Young Investment Advisers LLP 1Financial Management Strategies, Inc. 1Frost Investment Services 1Guiding Wealth Management, LLC 1LPL 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 40Georgetown 32Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in Richardson, TX?
33 SEC-registered investment adviser representatives at firm offices in Richardson, Texas list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (4).
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 Richardson?
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.