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Financial ADVSR advisor directory · SEC adviser records

49 Financial financial advisors in Texas

Every SEC-registered investment adviser representative at a 49 Financial office in Texas, by city and A to Z.

99 registered advisors work at 49 Financial in Texas, out of 140 nationwide; it's the firm's number 1 state by advisors, and the most are in Austin (91). 1 list the CFP designation and 30 are also registered broker representatives.

49 Financial advisors by city in Texas

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Austin 91Richardson 5Memorial 2Houston 1

49 Financial advisors in Texas, A to Z

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49 Financial in other states

Kansas 9North Carolina 9Georgia 7California 4Minnesota 4Arkansas 3

Questions

How many 49 Financial financial advisors are in Texas?

99 investment adviser representatives are registered at 49 Financial offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 140 at the firm nationwide. 1 list the CFP designation and 30 are also registered as broker representatives.

Where in Texas does 49 Financial have the most advisors?

Austin, with 91, then Richardson (5). 49 Financial has advisors in 4 cities in Texas.

How do I check a 49 Financial advisor in Texas?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the 49 Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.