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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Sugar Lan, TX

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

The short answer

1 CFP advisor work in Sugar Lan; the most are at Cambridge Investment Research Advisors, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Sugar Lan, A to Z

Every advisor in Sugar Lan →
  • John W. OsbornCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Sugar Lan

Cambridge Investment Research Advisors, Inc. 1

CFP advisors in other Texas cities

All of Texas →

Houston 632Austin 568Dallas 555Plano 260San Antonio 195Fort Worth 188Westlake 152The Woodlands 86Frisco 58Southlake 51Sugar Land 45Lubbock 43Richardson 39Georgetown 31Katy 29College Station 28McKinney 28Allen 27Addison 26Amarillo 24Arlington 24El Paso 23Round Rock 23Denton 21

Questions

How many CFP financial advisors are in Sugar Lan, TX?

1 SEC-registered investment adviser representatives at firm offices in Sugar Lan, Texas list the CFP designation; Cambridge Investment Research Advisors, Inc. employs the most of them (1).

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 Sugar Lan?

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.