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Financial ADVSR advisor directory · SEC adviser records

Holm & Baucom Wealth Advisors, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Holm & Baucom Wealth Advisors, LLC office in Texas, by city and A to Z.

The short answer

3 registered advisors work at Holm & Baucom Wealth Advisors, LLC in Texas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Victoria (3). 1 list the CFP designation and 2 are also registered broker representatives.

Holm & Baucom Wealth Advisors, LLC advisors by city in Texas

Every firm in Texas →

Victoria 3

Holm & Baucom Wealth Advisors, LLC advisors in Texas, A to Z

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Holm & Baucom Wealth Advisors, LLC advisors in every state →Holm & Baucom Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Holm & Baucom Wealth Advisors, LLC financial advisors are in Texas?

3 investment adviser representatives are registered at Holm & Baucom Wealth Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Where in Texas does Holm & Baucom Wealth Advisors, LLC have the most advisors?

Victoria, with 3. Holm & Baucom Wealth Advisors, LLC has advisors in 1 city in Texas.

How do I check a Holm & Baucom Wealth Advisors, LLC 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 Holm & Baucom Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.