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Financial ADVSR advisor directory · SEC adviser records

Cerity Partners Retirement Plan Consultants financial advisors in Texas

Every SEC-registered investment adviser representative at a Cerity Partners Retirement Plan Consultants office in Texas, by city and A to Z.

The short answer

3 registered advisors work at Cerity Partners Retirement Plan Consultants in Texas, out of 81 nationwide; it's the firm's number 7 state by advisors, and the most are in Austin (2). 3 list the CFP designation and 0 are also registered broker representatives.

Cerity Partners Retirement Plan Consultants advisors by city in Texas

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Austin 2Arlington 1

Cerity Partners Retirement Plan Consultants advisors in Texas, A to Z

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Cerity Partners Retirement Plan Consultants advisors in every state →Cerity Partners Retirement Plan Consultants: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →

Cerity Partners Retirement Plan Consultants in other states

New York 33California 15Kentucky 6Virginia 6Illinois 4Ohio 4

Questions

How many Cerity Partners Retirement Plan Consultants financial advisors are in Texas?

3 investment adviser representatives are registered at Cerity Partners Retirement Plan Consultants offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 81 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Cerity Partners Retirement Plan Consultants have the most advisors?

Austin, with 2, then Arlington (1). Cerity Partners Retirement Plan Consultants has advisors in 2 cities in Texas.

How do I check a Cerity Partners Retirement Plan Consultants 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 Cerity Partners Retirement Plan Consultants office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.