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Financial ADVSR advisor directory · SEC adviser records

Familywealth financial advisors in Texas

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

The short answer

3 registered advisors work at Familywealth in Texas, out of 15 nationwide; it's the firm's number 2 state by advisors, and the most are in Crockett (1). 0 list the CFP designation and 0 are also registered broker representatives.

Familywealth advisors by city in Texas

Every firm in Texas →

Crockett 1Dallas 1Frisco 1

Familywealth advisors in Texas, A to Z

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

Familywealth in other states

Florida 5

Questions

How many Familywealth financial advisors are in Texas?

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

Where in Texas does Familywealth have the most advisors?

Crockett, with 1, then Dallas (1). Familywealth has advisors in 3 cities in Texas.

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