Financial ADVSR advisor directory · SEC adviser records
Independent Financial Partners financial advisors in Texas
Every SEC-registered investment adviser representative at a Independent Financial Partners office in Texas, by city and A to Z.
The short answer
8 registered advisors work at Independent Financial Partners in Texas, out of 289 nationwide; it's the firm's number 7 state by advisors, and the most are in San Antonio (4). 3 list the CFP designation and 6 are also registered broker representatives.
Independent Financial Partners advisors by city in Texas
Every firm in Texas →Independent Financial Partners advisors in Texas, A to Z
Search by name →- George A. CattatLantana
- Gregory B. DrewSan Antonio
- Adam G. FreySan Antonio · Certified Financial Planner
- Jeffrey T. HigginsSan Antonio · Certified Financial Planner
- Konrad G. KuykendallSan Antonio
- Nicholas J. PurgasonArlington
- Christopher L. StolteAustin · Certified Financial Planner, Chartered Financial Consultant
- James R. WigenProsper
Independent Financial Partners advisors in every state →Independent Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Independent Financial Partners in other states
Florida 134Ohio 14Pennsylvania 14New York 13Georgia 10Kentucky 10Kansas 6Maryland 6California 5Connecticut 5Illinois 5Oklahoma 5Tennessee 5Wisconsin 5Colorado 4Michigan 4Minnesota 4Nebraska 4Alabama 3Arizona 3Iowa 3Louisiana 3North Carolina 3Washington 3
Questions
How many Independent Financial Partners financial advisors are in Texas?
8 investment adviser representatives are registered at Independent Financial Partners offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 289 at the firm nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Where in Texas does Independent Financial Partners have the most advisors?
San Antonio, with 4, then Arlington (1). Independent Financial Partners has advisors in 5 cities in Texas.
How do I check a Independent Financial Partners 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 Independent Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.