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Financial ADVSR advisor directory · SEC adviser records

Crescent Advisor Group, Inc. financial advisors in Texas

Every SEC-registered investment adviser representative at a Crescent Advisor Group, Inc. office in Texas, by city and A to Z.

15 registered advisors work at Crescent Advisor Group, Inc. in Texas, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Plano (11). 1 list the CFP designation and 10 are also registered broker representatives.

Crescent Advisor Group, Inc. advisors by city in Texas

Every firm in Texas →

Plano 11Dallas 2Lubbock 2

Crescent Advisor Group, Inc. advisors in Texas, A to Z

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Questions

How many Crescent Advisor Group, Inc. financial advisors are in Texas?

15 investment adviser representatives are registered at Crescent Advisor Group, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.

Where in Texas does Crescent Advisor Group, Inc. have the most advisors?

Plano, with 11, then Dallas (2). Crescent Advisor Group, Inc. has advisors in 3 cities in Texas.

How do I check a Crescent Advisor Group, Inc. 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 Crescent Advisor Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.