Financial ADVSR advisor directory · SEC adviser records
Fidelis Capital financial advisors in Texas
Every SEC-registered investment adviser representative at a Fidelis Capital office in Texas, by city and A to Z.
3 registered advisors work at Fidelis Capital in Texas, out of 12 nationwide; it's the firm's number 3 state by advisors, and the most are in Dallas (3). 1 list the CFP designation and 0 are also registered broker representatives.
Fidelis Capital advisors by city in Texas
Every firm in Texas →Fidelis Capital advisors in Texas, A to Z
Search by name →- Neale R. EllisDallas · Chartered Financial Analyst
- Justin D. JonesDallas
- Elizabeth C. LohmeierDallas · Certified Financial Planner, Chartered Financial Analyst
Fidelis Capital advisors in every state →Fidelis Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Fidelis Capital in other states
Questions
How many Fidelis Capital financial advisors are in Texas?
3 investment adviser representatives are registered at Fidelis Capital offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Fidelis Capital have the most advisors?
Dallas, with 3. Fidelis Capital has advisors in 1 city in Texas.
How do I check a Fidelis Capital 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 Fidelis Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.