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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tolar, TX

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

The short answer

1 CFP advisor work in Tolar; the most are at Calton & Associates, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Tolar, A to Z

Every advisor in Tolar →
  • Kevin E. MooreCalton & Associates, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Tolar

Calton & Associates, 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 Tolar, TX?

1 SEC-registered investment adviser representatives at firm offices in Tolar, Texas list the CFP designation; Calton & Associates, 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 Tolar?

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.