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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Texas

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Texas, by city and A to Z.

20 registered advisors work at Cetera Planning Partners in Texas, out of 309 nationwide; it's the firm's number 5 state by advisors, and the most are in Dallas (6). 0 list the CFP designation and 15 are also registered broker representatives.

Cetera Planning Partners advisors by city in Texas

Every firm in Texas →

Dallas 6Houston 6Baytown 2Cypress 2Denton 2Kingwood 1Lantana 1

Cetera Planning Partners advisors in Texas, A to Z

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Cetera Planning Partners advisors in every state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners in other states

Iowa 47Kansas 37Louisiana 31California 22Minnesota 18New Jersey 17Indiana 12Pennsylvania 10Illinois 9South Dakota 9Michigan 8Kentucky 7Nebraska 7New York 6Florida 5Tennessee 5Colorado 4North Carolina 4Ohio 4Arkansas 3Georgia 3Montana 3North Dakota 3Utah 3Wisconsin 3

Questions

How many Cetera Planning Partners financial advisors are in Texas?

20 investment adviser representatives are registered at Cetera Planning Partners offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 309 at the firm nationwide. 0 list the CFP designation and 15 are also registered as broker representatives.

Where in Texas does Cetera Planning Partners have the most advisors?

Dallas, with 6, then Houston (6). Cetera Planning Partners has advisors in 7 cities in Texas.

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