Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Round Rock, TX
Every SEC-registered financial advisor at a firm office in Round Rock who lists the Certified Financial Planner designation, A to Z.
The short answer
22 CFP professionals work in Round Rock; the most are at Edward Jones (5). 9 are also registered broker representatives.
CFP advisors in Round Rock, A to Z
Every advisor in Round Rock →- Issam M. BakirTnt Asset Management, LLC · Certified Financial Planner
- Tarik R. BakirTnt Asset Management, LLC · Certified Financial Planner
- Trevor L. BakirTnt Asset Management, LLC · Certified Financial Planner
- Bruce P. BessnerOsaic Wealth, Inc. · Certified Financial Planner
- Yunny DangSymphony Retirement Partners LLC · Certified Financial Planner
- Joshua C. DvorakFarther · Certified Financial Planner
- Laurence J. EgleCetera Investment Advisers LLC · Certified Financial Planner
- Angel G. EscobedoFiduciary Financial Advisors · Certified Financial Planner
- Brian A. FrySafe Landing Financial · Certified Financial Planner
- Scott M. GreenEdward Jones · Certified Financial Planner
- John T. HickeyUbequity Wealth Management, LLC · Certified Financial Planner
- Scott JacobsmeyerArgent Wealth Management, Inc. · Certified Financial Planner
- Jacqueline N. Lapp-LeeEdward Jones · Certified Financial Planner
- Christopher K. LarochelleRia Wealth Advisors, LLC · Certified Financial Planner
- Danny E. MorganEdward Jones · Certified Financial Planner
- Donna B. ParkerOsaic Wealth, Inc. · Certified Financial Planner
- Shawn ParsonsEdward Jones · Certified Financial Planner
- Brandon T. PerryPerry Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anna M. PopkeMajestic Oak Financial, LLC · Certified Financial Planner
- Jacob S. RidleyRidley Wealth Management · Certified Financial Planner
- Richard G. ThomasEdward Jones · Certified Financial Planner
- Scott W. WallaceThrifty Scotty Financial, LLC · Certified Financial Planner
Firms with the most CFP professionals in Round Rock
Edward Jones 5Tnt Asset Management, LLC 3Osaic Wealth, Inc. 2Argent Wealth Management, Inc. 1Cetera Investment Advisers LLC 1Farther 1Fiduciary Financial Advisors 1Majestic Oak Financial, LLC 1Perry Investment Management, LLC 1Ria Wealth Advisors, LLC 1Ridley Wealth Management 1Safe Landing Financial 1Symphony Retirement Partners LLC 1Thrifty Scotty Financial, LLC 1Ubequity Wealth Management, 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 Round Rock, TX?
22 SEC-registered investment adviser representatives at firm offices in Round Rock, 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 Round Rock?
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.