Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Richmond, TX
Every SEC-registered financial advisor at a firm office in Richmond who lists the Certified Financial Planner designation, A to Z.
The short answer
8 CFP professionals work in Richmond; the most are at Strategic Advisers LLC (2). 4 are also registered broker representatives.
CFP advisors in Richmond, A to Z
Every advisor in Richmond →- Danielle J. BilyEdward Jones · Certified Financial Planner
- William C. HeathAdvisory Services Network · Certified Financial Planner
- Thomas J. HollandMercer Global Advisors Inc. · Certified Financial Planner
- David B. KoltsPegasus Wealth Management · Certified Financial Planner
- John A. PetersenJ.P. Morgan Securities LLC · Certified Financial Planner
- Sean PowerEmpower Advisory Group, LLC · Certified Financial Planner
- Vatti S. RichardsonStrategic Advisers LLC · Certified Financial Planner
- Zahid RizviStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Richmond
Strategic Advisers LLC 2Advisory Services Network 1Edward Jones 1Empower Advisory Group, LLC 1J.P. Morgan Securities LLC 1Mercer Global Advisors Inc. 1Pegasus Wealth Management 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 Richmond, TX?
8 SEC-registered investment adviser representatives at firm offices in Richmond, Texas list the CFP designation; Strategic Advisers LLC 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 Richmond?
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.