Financial ADVSR advisor directory · SEC adviser records
One Capital Management, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a One Capital Management, LLC office in Texas, by city and A to Z.
3 registered advisors work at One Capital Management, LLC in Texas, out of 62 nationwide; it's the firm's number 4 state by advisors, and the most are in Plano (2). 2 list the CFP designation and 0 are also registered broker representatives.
One Capital Management, LLC advisors by city in Texas
Every firm in Texas →One Capital Management, LLC advisors in Texas, A to Z
Search by name →- Sara B. HensonPlano
- Daniel KangAustin · Certified Financial Planner, Chartered Financial Analyst
- Antonio RheePlano · Certified Financial Planner
One Capital Management, LLC advisors in every state →One Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
One Capital Management, LLC in other states
Questions
How many One Capital Management, LLC financial advisors are in Texas?
3 investment adviser representatives are registered at One Capital Management, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 62 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does One Capital Management, LLC have the most advisors?
Plano, with 2, then Austin (1). One Capital Management, LLC has advisors in 2 cities in Texas.
How do I check a One Capital Management, 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 One Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.