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Financial ADVSR advisor directory · SEC adviser records

Act Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Act Wealth Management, LLC, by the state and city of the office they work from.

4 registered advisors work at Act Wealth Management, LLC, in 1 state and 1 city; the most are in Allen, TX (4). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Act Wealth Management, LLC advisor by name →Who joined and left Act Wealth Management, LLC →Act Wealth Management, LLC: assets, clients and custodians →

Cities with the most Act Wealth Management, LLC advisors

Allen, TX 4

Act Wealth Management, LLC advisors by state

Act Wealth Management, LLC in Texas 4

Allen 4

Questions

How many financial advisors does Act Wealth Management, LLC have?

4 investment adviser representatives are registered with Act Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Act Wealth Management, LLC have the most advisors?

Allen, TX, with 4 registered advisors. By state, Texas has the most, with 4.

How do I find a Act Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Act Wealth Management, LLC advisor registered at an office there. Each one 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. An advisor registered at Act Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →