Financial ADVSR advisor directory · SEC adviser records
Neal Financial Group, L.P. financial advisors in Texas
Every SEC-registered investment adviser representative at a Neal Financial Group, L.P. office in Texas, by city and A to Z.
The short answer
4 registered advisors work at Neal Financial Group, L.P. in Texas, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Tomball (2). 3 list the CFP designation and 2 are also registered broker representatives.
Neal Financial Group, L.P. advisors by city in Texas
Every firm in Texas →Neal Financial Group, L.P. advisors in Texas, A to Z
Search by name →- James C. Keys Jr.Brenham · Chartered Financial Consultant
- Marie A. NavarreHouston · Certified Financial Planner
- Douglas G. NealTomball · Certified Financial Planner
- Steven M. RudermanTomball · Certified Financial Planner
Neal Financial Group, L.P. advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Neal Financial Group, L.P. financial advisors are in Texas?
4 investment adviser representatives are registered at Neal Financial Group, L.P. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.
Where in Texas does Neal Financial Group, L.P. have the most advisors?
Tomball, with 2, then Brenham (1). Neal Financial Group, L.P. has advisors in 3 cities in Texas.
How do I check a Neal Financial Group, L.P. 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 Neal Financial Group, L.P. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.