Financial ADVSR advisor directory · SEC adviser records
Financial Life Advisors financial advisors in Texas
Every SEC-registered investment adviser representative at a Financial Life Advisors office in Texas, by city and A to Z.
The short answer
5 registered advisors work at Financial Life Advisors in Texas, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in San Antonio (5). 4 list the CFP designation and 0 are also registered broker representatives.
Financial Life Advisors advisors by city in Texas
Every firm in Texas →Financial Life Advisors advisors in Texas, A to Z
Search by name →- Kirk W. FrancisSan Antonio · Certified Financial Planner
- Benjamin D. GurwitzSan Antonio · Certified Financial Planner
- Joshua J. HussongSan Antonio · Certified Financial Planner
- Angel MelgozaSan Antonio · Certified Financial Planner
- Nathaniel A. MorrisSan Antonio
Financial Life Advisors advisors in every state →Financial Life Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Financial Life Advisors financial advisors are in Texas?
5 investment adviser representatives are registered at Financial Life Advisors offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Financial Life Advisors have the most advisors?
San Antonio, with 5. Financial Life Advisors has advisors in 1 city in Texas.
How do I check a Financial Life 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 Financial Life Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.