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Financial ADVSR advisor directory · SEC adviser records

Ascentis Independent Advisors, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Ascentis Independent Advisors, LLC office in Texas, by city and A to Z.

The short answer

16 registered advisors work at Ascentis Independent Advisors, LLC in Texas, out of 44 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (19). 3 list the CFP designation and 5 are also registered broker representatives.

Ascentis Independent Advisors, LLC advisors by city in Texas

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Dallas 19

Ascentis Independent Advisors, LLC advisors in Texas, A to Z

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Ascentis Independent Advisors, LLC advisors in every state →Ascentis Independent Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ascentis Independent Advisors, LLC in other states

California 9Minnesota 4Colorado 3

Questions

How many Ascentis Independent Advisors, LLC financial advisors are in Texas?

16 investment adviser representatives are registered at Ascentis Independent Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 44 at the firm nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

Where in Texas does Ascentis Independent Advisors, LLC have the most advisors?

Dallas, with 19. Ascentis Independent Advisors, LLC has advisors in 1 city in Texas.

How do I check a Ascentis Independent Advisors, LLC 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 Ascentis Independent Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.