Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sugar Land, TX
Every SEC-registered financial advisor at a firm office in Sugar Land who lists the Certified Financial Planner designation, A to Z.
44 CFP professionals work in Sugar Land; the most are at Wj Interests, LLC (6). 30 are also registered broker representatives.
CFP advisors in Sugar Land, A to Z
Every advisor in Sugar Land →- Brandon R. ArnsWj Interests, LLC · Certified Financial Planner
- Farokh B. BillimoriaSowell Management · Certified Financial Planner
- Sonny M. BlanchardAngelus Wealth, LLC · Certified Financial Planner
- Daniel L. BrunelloAlliancebernstein L.P. · Certified Financial Planner
- Jonathan ChapmanWj Interests, LLC · Certified Financial Planner
- Samuel ClarkStrategic Advisers LLC · Certified Financial Planner
- Rajesh DesaiLPL Financial LLC · Certified Financial Planner
- Brian R. DodsonUBS Financial Services Inc. · Certified Financial Planner
- Sharon B. DuncanCommonwealth Financial Network · Certified Financial Planner
- Jeffery C. FarrisLincoln Investment · Certified Financial Planner
- Joe B. FulmerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jordan E. HannahAmeritas Advisory Services, LLC · Certified Financial Planner
- Timothy W. HannahAmeritas Advisory Services, LLC · Certified Financial Planner
- William B. HarrisJ.P. Morgan Securities LLC · Certified Financial Planner
- Kanen P. HelbigKings Path Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Heather M. HennighOsaic Wealth, Inc. · Certified Financial Planner
- Kristen L. HrncirLincoln Investment · Certified Financial Planner
- Stewart A. JacobsonLincoln Investment · Certified Financial Planner
- Alan C. JaksAmeriprise Financial Services, LLC · Certified Financial Planner
- Jared W. JamesonWj Interests, LLC · Certified Financial Planner
- William O. JamesonWj Interests, LLC · Certified Financial Planner
- Dongyue JiangUBS Financial Services Inc. · Certified Financial Planner
- Russell D. KempRBC Capital Markets, LLC · Certified Financial Planner
- Christopher LaiStrategic Advisers LLC · Certified Financial Planner
- Mark A. LeifrigEdward Jones · Certified Financial Planner
- Marco B. LloydWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Glenn LuJ.P. Morgan Securities LLC · Certified Financial Planner
- James G. McClellanJames G. McClellan CPA · Certified Financial Planner
- Nicholas O. McGuireWj Interests, LLC · Certified Financial Planner
- Kimberly A. MeadeThe Wealth Consulting Group · Certified Financial Planner
- Larry W. MeltonAmeriprise Financial Services, LLC · Certified Financial Planner
- Tracy L. MillerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Lamar M. MorrisStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jeremiah E. PattersonCetera Investment Advisers LLC · Certified Financial Planner
- Bart A. ReeseStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael E. ReichekMichael E. Reichek Dba Reichek Financial Services · Certified Financial Planner
- Matthew J. RichterJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Sean T. RobertsStrategic Advisers LLC · Certified Financial Planner
- Mateo A. SalmeronWj Interests, LLC · Certified Financial Planner
- Alex B. ShurinEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
- David M. SmithStrategic Advisers LLC · Certified Financial Planner
- David B. TeelSweetwater Financial Advisors, LLC · Certified Financial Planner
- Milton D. Thiel Jr.Trinity Neches · Certified Financial Planner
- Hulon B. WhatleyAmeriprise Financial Services, LLC · Certified Financial Planner, Personal Financial Specialist
Firms with the most CFP professionals in Sugar Land
Wj Interests, LLC 6Strategic Advisers LLC 4Ameriprise Financial Services, LLC 3Capital Analysts 3J.P. Morgan Securities LLC 3Lincoln Investment 3Ameritas Advisory Services, LLC 2LPL Financial LLC 2Stifel, Nicolaus & Company, Incorporated 2UBS Financial Services Inc. 2Alliancebernstein L.P. 1Angelus Wealth, LLC 1Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Edelman Financial Engines 1
CFP advisors in other Texas cities
All of Texas →Houston 620Dallas 565Austin 545Plano 259Fort Worth 193San Antonio 187Westlake 153The Woodlands 87Southlake 58Frisco 57Lubbock 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 Sugar Land, TX?
44 SEC-registered investment adviser representatives at firm offices in Sugar Land, Texas list the CFP designation; Wj Interests, LLC employs the most of them (6).
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 Land?
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.