Financial ADVSR advisor directory · SEC adviser records
994 Group financial advisors in Texas
Every SEC-registered investment adviser representative at a 994 Group office in Texas, by city and A to Z.
3 registered advisors work at 994 Group in Texas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Austin (3). 2 list the CFP designation and 0 are also registered broker representatives.
994 Group advisors by city in Texas
Every firm in Texas →994 Group advisors in Texas, A to Z
Search by name →- Kristen S. LeclairAustin · Certified Financial Planner
- Theodore P. LeclairAustin
- Peter D. MarkovichAustin · Certified Financial Planner
994 Group advisors in every state →994 Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many 994 Group financial advisors are in Texas?
3 investment adviser representatives are registered at 994 Group offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does 994 Group have the most advisors?
Austin, with 3. 994 Group has advisors in 1 city in Texas.
How do I check a 994 Group 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 994 Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.