Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in San Angelo, TX

Every SEC-registered financial advisor at a firm office in San Angelo who lists the Certified Financial Planner designation, A to Z.

7 CFP professionals work in San Angelo; the most are at Edward Jones (3). 5 are also registered broker representatives.

CFP advisors in San Angelo, A to Z

Every advisor in San Angelo →

Robert G. AllcornWells Fargo Clearing Services, LLC · Certified Financial Planner
Chad P. CurrieEdward Jones · Certified Financial Planner
Lisa K. EadyLPL Financial LLC · Certified Financial Planner
Mason B. HeflinEdward Jones · Certified Financial Planner
Zachary C. ReyesCircadia Financial Planning · Certified Financial Planner
Thomas G. SeabourneBeta Financial Advisors · Certified Financial Planner
Travis L. TaylorEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in San Angelo

Edward Jones 3 Beta Financial Advisors 1 Circadia Financial Planning 1 LPL Financial LLC 1 Wells Fargo Clearing Services, LLC 1

CFP advisors in other Texas cities

All of Texas →

Houston 620 Dallas 565 Austin 545 Plano 259 Fort Worth 193 San Antonio 187 Westlake 153 The Woodlands 87 Southlake 58 Frisco 57 Sugar Land 44 Lubbock 40 Richardson 33 Georgetown 32 Addison 31 Allen 29 McKinney 29 Katy 28 Arlington 27 College Station 25 Amarillo 23 El Paso 22 Flower Mound 22 New Braunfels 22

Questions

How many CFP financial advisors are in San Angelo, TX?

7 SEC-registered investment adviser representatives at firm offices in San Angelo, 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 San Angelo?

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.