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Financial ADVSR advisor directory · SEC adviser records

Cottonwood Capital Advisors financial advisors in Texas

Every SEC-registered investment adviser representative at a Cottonwood Capital Advisors office in Texas, by city and A to Z.

The short answer

5 registered advisors work at Cottonwood Capital Advisors in Texas, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Irving (4). 2 list the CFP designation and 0 are also registered broker representatives.

Cottonwood Capital Advisors advisors by city in Texas

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Irving 4Plano 1

Cottonwood Capital Advisors advisors in Texas, A to Z

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Cottonwood Capital Advisors advisors in every state →Cottonwood Capital Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Cottonwood Capital Advisors financial advisors are in Texas?

5 investment adviser representatives are registered at Cottonwood Capital Advisors offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Cottonwood Capital Advisors have the most advisors?

Irving, with 4, then Plano (1). Cottonwood Capital Advisors has advisors in 2 cities in Texas.

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