Financial ADVSR advisor directory · SEC adviser records
9823 Capital, LP financial advisors in Texas
Every SEC-registered investment adviser representative at a 9823 Capital, LP office in Texas, by city and A to Z.
The short answer
3 registered advisors work at 9823 Capital, LP in Texas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (3). 0 list the CFP designation and 0 are also registered broker representatives.
9823 Capital, LP advisors by city in Texas
Every firm in Texas →9823 Capital, LP advisors in Texas, A to Z
Search by name →- Dana B. BakerDallas
- Edward M. McKinneyDallas
- Nick R. RoossienDallas
9823 Capital, LP advisors in every state →9823 Capital, LP: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many 9823 Capital, LP financial advisors are in Texas?
3 investment adviser representatives are registered at 9823 Capital, LP offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does 9823 Capital, LP have the most advisors?
Dallas, with 3. 9823 Capital, LP has advisors in 1 city in Texas.
How do I check a 9823 Capital, LP 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 9823 Capital, LP office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.