Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in The Colony, TX

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

The short answer

4 CFP professionals work in The Colony; the most are at Advisor Resource Council (1). 2 are also registered broker representatives.

CFP advisors in The Colony, A to Z

Every advisor in The Colony →

Steven J. BlochBloch Private Wealth, LLC · Certified Financial Planner
Niels BuksikAnchory, LLC · Certified Financial Planner
Catherine SchultzStrategic Advisers LLC · Certified Financial Planner
Abigail F. ValentineAdvisor Resource Council · Certified Financial Planner

Firms with the most CFP professionals in The Colony

Advisor Resource Council 1 Anchory, LLC 1 Bloch Private Wealth, LLC 1 Strategic Advisers 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 The Colony, TX?

4 SEC-registered investment adviser representatives at firm offices in The Colony, Texas list the CFP designation; Advisor Resource Council 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 The Colony?

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.