Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Spring, TX
Every SEC-registered financial advisor at a firm office in Spring who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Spring; the most are at Cetera Investment Advisers LLC (4). 12 are also registered broker representatives.
CFP advisors in Spring, A to Z
Every advisor in Spring →- James R. Bailes Jr.Wealth Management Investment Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Kenton W. BraunPersonal Prosperity LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark B. DigiovanniEdelman Financial Engines · Certified Financial Planner
- Robert J. FranklinLPL Financial LLC · Certified Financial Planner
- Thomas A. GiordanoStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Juan G. Hernandez ArianoOneseven · Certified Financial Planner
- Christopher S. KohnhorstEdward Jones · Certified Financial Planner
- Michael A. KonzenCreative Planning · Certified Financial Planner
- Brent D. MitchamCetera Investment Advisers LLC · Certified Financial Planner
- Donald K. MitchamCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Jared S. NevenSowell Management · Certified Financial Planner
- Earl E. NewsomeLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Roberto I. OrtegaRidgeoak Wealth · Certified Financial Planner
- Michael W. OsgoodOsgood Capital Management, Inc. · Certified Financial Planner
- Nathan T. PowellStability Partners Advisory Group, LLC · Certified Financial Planner
- Jeff RogersStrategic Advisers LLC · Certified Financial Planner
- James M. StarnesCetera Investment Advisers LLC · Certified Financial Planner
- Edna J. ThompsenEdna J. Thompsen, Cfp · Certified Financial Planner
- Shannon E. TrumanHomestead Advisers Corp. · Certified Financial Planner
- Jacob A. WelshCetera Investment Advisers LLC · Certified Financial Planner
- Tyler B. WestC.L. Sheldon & Company, LLC · Certified Financial Planner
- Emma R. WheelerTlg Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Spring
Cetera Investment Advisers LLC 4LPL Financial LLC 2C.L. Sheldon & Company, LLC 1Creative Planning 1Edelman Financial Engines 1Edna J. Thompsen, Cfp 1Edward Jones 1Homestead Advisers Corp. 1Oneseven 1Osgood Capital Management, Inc. 1Personal Prosperity LLC 1Ridgeoak Wealth 1Sowell Management 1Stability Partners Advisory Group, LLC 1Stifel, Nicolaus & Company, Incorporated 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 Spring, TX?
22 SEC-registered investment adviser representatives at firm offices in Spring, Texas list the CFP designation; Cetera Investment Advisers LLC employs the most of them (4).
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 Spring?
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.