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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Southlake, TX

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

58 CFP professionals work in Southlake; the most are at Edward Jones (8). 35 are also registered broker representatives.

CFP advisors in Southlake, A to Z

Every advisor in Southlake →

Firms with the most CFP professionals in Southlake

Edward Jones 8Cetera Investment Advisers LLC 6Mills Wealth Advisors, LLC 5Bakeravenue 3LPL Financial LLC 3Strategic Advisers LLC 3Ameriprise Financial Services, LLC 2Cwm, LLC 2Focus Partners Wealth, LLC 2Merit Financial Advisors 2Prestige Wealth Management 2Raymond James & Associates, Inc. 2Tl Private Wealth 2Trinity Portfolio Advisors, LLC 2Wells Fargo Clearing Services, LLC 2

CFP advisors in other Texas cities

All of Texas →

Houston 620Dallas 565Austin 545Plano 259Fort Worth 193San Antonio 187Westlake 153The Woodlands 87Frisco 57Sugar Land 44Lubbock 40Richardson 33Georgetown 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 Southlake, TX?

58 SEC-registered investment adviser representatives at firm offices in Southlake, Texas list the CFP designation; Edward Jones employs the most of them (8).

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 Southlake?

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.