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Financial ADVSR advisor directory · SEC adviser records

Monex Asset Management, Inc. financial advisors in Texas

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

The short answer

13 registered advisors work at Monex Asset Management, Inc. in Texas, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (11). 1 list the CFP designation and 13 are also registered broker representatives.

Monex Asset Management, Inc. advisors by city in Texas

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Houston 11San Antonio 2

Monex Asset Management, Inc. advisors in Texas, A to Z

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Questions

How many Monex Asset Management, Inc. financial advisors are in Texas?

13 investment adviser representatives are registered at Monex Asset Management, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 1 list the CFP designation and 13 are also registered as broker representatives.

Where in Texas does Monex Asset Management, Inc. have the most advisors?

Houston, with 11, then San Antonio (2). Monex Asset Management, Inc. has advisors in 2 cities in Texas.

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