Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Victoria, TX
Every SEC-registered financial advisor at a firm office in Victoria who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Victoria; the most are at Keller Wealth Advisors (4). 6 are also registered broker representatives.
CFP advisors in Victoria, A to Z
Every advisor in Victoria →- Adam BaucomBaucom Wealth Management LLC · Certified Financial Planner
- Amanda B. CollinsWells Fargo Clearing Services, LLC · Certified Financial Planner
- David B. FaskasKeller Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Hannah K. GohmertKeller Wealth Advisors · Certified Financial Planner
- Daylan K. GwosdzEdward Jones · Certified Financial Planner
- John T. HammanEdward Jones · Certified Financial Planner
- Matthew T. KeenerAllstate Financial Advisors, LLC · Certified Financial Planner
- Christopher W. LaughhunnKeller Wealth Advisors · Certified Financial Planner
- Kyle W. NoackKeller Wealth Advisors · Certified Financial Planner
- Joseph OliveSather Financial Group, Inc. · Certified Financial Planner
- David S. SatherSather Financial Group, Inc. · Certified Financial Planner
- Valerie M. StecklerEdward Jones · Certified Financial Planner
- Warren A. UddSather Financial Group, Inc. · Certified Financial Planner
- Jonathan M. ZahradkaSather Financial Group, Inc. · Certified Financial Planner
- Joshua D. ZellerRaymond James & Associates, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Victoria
Keller Wealth Advisors 4Sather Financial Group, Inc. 4Edward Jones 3Allstate Financial Advisors, LLC 1Baucom Wealth Management LLC 1Holm & Baucom Wealth Advisors, LLC 1Raymond James & Associates, Inc. 1Wells Fargo Clearing Services, 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 Victoria, TX?
15 SEC-registered investment adviser representatives at firm offices in Victoria, Texas list the CFP designation; Keller Wealth Advisors employs the most of them (4).
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 Victoria?
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.