Financial ADVSR advisor directory · SEC adviser records
Bakeravenue financial advisors in Texas
Every SEC-registered investment adviser representative at a Bakeravenue office in Texas, by city and A to Z.
7 registered advisors work at Bakeravenue in Texas, out of 29 nationwide; it's the firm's number 2 state by advisors, and the most are in Southlake (5). 5 list the CFP designation and 0 are also registered broker representatives.
Bakeravenue advisors by city in Texas
Every firm in Texas →Bakeravenue advisors in Texas, A to Z
Search by name →- Jonathan M. BernsteinSouthlake · Certified Financial Planner
- Ryan B. DavisAustin · Certified Financial Planner, Chartered Financial Consultant
- Geoffrey D. ErwinSouthlake · Certified Financial Planner
- Sanden LeaversSouthlake
- Glen A. RivesHouston · Certified Financial Planner
- Austin J. RoeslerSouthlake · Certified Financial Planner
- Scott C. StephensSouthlake
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Bakeravenue in other states
Questions
How many Bakeravenue financial advisors are in Texas?
7 investment adviser representatives are registered at Bakeravenue offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 29 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Bakeravenue have the most advisors?
Southlake, with 5, then Austin (1). Bakeravenue has advisors in 3 cities in Texas.
How do I check a Bakeravenue 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 Bakeravenue office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.