Financial ADVSR advisor directory · SEC adviser records
Abundo Wealth financial advisors in Texas
Every SEC-registered investment adviser representative at a Abundo Wealth office in Texas, by city and A to Z.
5 registered advisors work at Abundo Wealth in Texas, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (5). 0 list the CFP designation and 0 are also registered broker representatives.
Abundo Wealth advisors by city in Texas
Every firm in Texas →Abundo Wealth advisors in Texas, A to Z
Search by name →- Lynn A. AndersonHouston · Certified Financial Planner
- Michael CattapanHouston
- Skyler J. FlemingHouston
- Eric B. SimonsonHouston · Certified Financial Planner
- Jeremy ZukeHouston
Abundo Wealth advisors in every state →Abundo Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Abundo Wealth financial advisors are in Texas?
5 investment adviser representatives are registered at Abundo Wealth offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Abundo Wealth have the most advisors?
Houston, with 5. Abundo Wealth has advisors in 1 city in Texas.
How do I check a Abundo Wealth 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 Abundo Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.