Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rockwall, TX
Every SEC-registered financial advisor at a firm office in Rockwall who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Rockwall; the most are at Edward Jones (3). 5 are also registered broker representatives.
CFP advisors in Rockwall, A to Z
Every advisor in Rockwall →- Anna M. ApodacaMercer Global Advisors Inc. · Certified Financial Planner
- Karina BrunsonCreative Planning · Certified Financial Planner
- Dyne P. BuckleyEdward Jones · Certified Financial Planner
- Richard P. DirkseRockwall Wealth Management · Certified Financial Planner
- Sydney HackerMercer Global Advisors Inc. · Certified Financial Planner
- Jace R. HartRockwall Wealth Management · Certified Financial Planner
- Joelle M. HindsFacet · Certified Financial Planner
- E. Grant MarshMorgan Stanley · Certified Financial Planner
- Kenneth G. McKelroyEdward Jones · Certified Financial Planner
- Tanner SeabournRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brad W. SewellEdward Jones · Certified Financial Planner
- Renee E. SneedRockwall Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Rockwall
Edward Jones 3Rockwall Wealth Management 3Mercer Global Advisors Inc. 2Creative Planning 1Facet 1Morgan Stanley 1Raymond James Financial Services Advisors, 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 Rockwall, TX?
12 SEC-registered investment adviser representatives at firm offices in Rockwall, Texas list the CFP designation; Edward Jones employs the most of them (3).
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 Rockwall?
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.