Financial ADVSR advisor directory · SEC adviser records
Capital Ideas financial advisors in Texas
Every SEC-registered investment adviser representative at a Capital Ideas office in Texas, by city and A to Z.
3 registered advisors work at Capital Ideas in Texas, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (3). 1 list the CFP designation and 1 are also registered broker representatives.
Capital Ideas advisors by city in Texas
Every firm in Texas →Capital Ideas advisors in Texas, A to Z
Search by name →- Clifford J. Brott Jr.Dallas · Certified Financial Planner
- Karen R. BurnsDallas
- Andrew P. KeraiDallas · Chartered Financial Analyst
Capital Ideas advisors in every state →Capital Ideas: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Capital Ideas financial advisors are in Texas?
3 investment adviser representatives are registered at Capital Ideas offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Where in Texas does Capital Ideas have the most advisors?
Dallas, with 3. Capital Ideas has advisors in 1 city in Texas.
How do I check a Capital Ideas 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 Capital Ideas office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.