Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Tyler, TX
Every SEC-registered financial advisor at a firm office in Tyler who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Tyler; the most are at Edward Jones (5). 14 are also registered broker representatives.
CFP advisors in Tyler, A to Z
Every advisor in Tyler →- Jeremy D. AblesEdward Jones · Certified Financial Planner
- Jamison B. BaysThurston Springer Advisors · Certified Financial Planner
- Antonio L. BetancourtPlanmember Securities Corporation · Certified Financial Planner
- Billy J. BralyKestra Advisory Services, LLC · Certified Financial Planner
- Travis C. ChickAwm Capital, LLC · Certified Financial Planner
- Randall V. ChildressEdward Jones · Certified Financial Planner
- Kathryn C. DiduchCapital Analysts · Certified Financial Planner
- Michael W. EvansLegacy Group · Certified Financial Planner
- Chris C. HazelipEdward Jones · Certified Financial Planner
- Aaron C. MilliganEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Robert G. RenickerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Joshua P. RobertsKestra Advisory Services, LLC · Certified Financial Planner
- Alan M. RosemanKestra Advisory Services, LLC · Certified Financial Planner
- Thomas C. SmithRBC Capital Markets, LLC · Certified Financial Planner
- Lindsay O. StrangeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Shawn T. WildtEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Tyler
Edward Jones 5Kestra Advisory Services, LLC 3Awm Capital, LLC 1Capital Analysts 1Legacy Group 1Planmember Securities Corporation 1RBC Capital Markets, LLC 1Raymond James Financial Services Advisors, Inc. 1Thurston Springer Advisors 1Wells Fargo Advisors Financial Network, LLC 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 Tyler, TX?
16 SEC-registered investment adviser representatives at firm offices in Tyler, Texas list the CFP designation; Edward Jones employs the most of them (5).
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 Tyler?
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.