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Brownlee Wealth Management financial advisors in Texas
Every SEC-registered investment adviser representative at a Brownlee Wealth Management office in Texas, by city and A to Z.
4 registered advisors work at Brownlee Wealth Management in Texas, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Fort Worth (2). 2 list the CFP designation and 0 are also registered broker representatives.
Brownlee Wealth Management advisors by city in Texas
Every firm in Texas →Brownlee Wealth Management advisors in Texas, A to Z
Search by name →- Justin D. BrownleeFort Worth · Certified Financial Planner
- Carolyn LingleFort Worth · Chartered Financial Consultant
- Josh T. MatthewsHouston
- Nathan A. SteeleHouston · Certified Financial Planner
Brownlee Wealth Management advisors in every state →Brownlee Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Brownlee Wealth Management financial advisors are in Texas?
4 investment adviser representatives are registered at Brownlee Wealth Management offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Brownlee Wealth Management have the most advisors?
Fort Worth, with 2, then Houston (2). Brownlee Wealth Management has advisors in 2 cities in Texas.
How do I check a Brownlee Wealth Management 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 Brownlee Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.