Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Waco, TX

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

13 CFP professionals work in Waco; the most are at Capital Square, LLC (2). 7 are also registered broker representatives.

CFP advisors in Waco, A to Z

Every advisor in Waco →

Kendell B. AdlerCapital Square, LLC · Certified Financial Planner
Nicholas T. BowmanIntegrity Alliance, LLC. · Certified Financial Planner
Robert L. CluckThe Aspen Equity Group · Certified Financial Planner
Matthew S. DollarEdward Jones · Certified Financial Planner
Thomas M. FlowersEcapital Advisors, Inc. · Certified Financial Planner
Jeremy D. McCurdy3t Advisors LLC · Certified Financial Planner
Grayson B. PalmerKestra Advisory Services, LLC · Certified Financial Planner
Loren SchwartzMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
Samuel D. SimpsonCapital Square, LLC · Certified Financial Planner
Neal E. StanfieldFounders Financial Securities LLC · Certified Financial Planner
Nicolas T. SudderthOpen Range Financial Group, LLC · Certified Financial Planner
Phillip C. WeaverStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
Mark WoodEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Waco

Capital Square, LLC 2 Edward Jones 2 3t Advisors LLC 1 Ecapital Advisors, Inc. 1 Founders Financial Securities LLC 1 Integrity Alliance, LLC. 1 Kestra Advisory Services, LLC 1 Morgan Stanley 1 Open Range Financial Group, LLC 1 Stifel, Nicolaus & Company, Incorporated 1 The Aspen Equity Group 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 Waco, TX?

13 SEC-registered investment adviser representatives at firm offices in Waco, Texas list the CFP designation; Capital Square, LLC employs the most of them (2).

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 Waco?

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.