Financial ADVSR advisor directory · SEC adviser records
Openair Financial, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Openair Financial, LLC office in Texas, by city and A to Z.
6 registered advisors work at Openair Financial, LLC in Texas, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (3). 2 list the CFP designation and 0 are also registered broker representatives.
Openair Financial, LLC advisors by city in Texas
Every firm in Texas →Openair Financial, LLC advisors in Texas, A to Z
Search by name →- Jeffery L. ButlerSouthlake
- Kenneth A. CalhounSouthlake
- Stewart E. FieldsDallas · Certified Financial Planner
- Jonathan K. LawtonDallas · Certified Financial Planner
- Chris R. MassenburgDallas
- Dennis R. OverstreetSouthlake
Openair Financial, LLC advisors in every state →Openair Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Openair Financial, LLC financial advisors are in Texas?
6 investment adviser representatives are registered at Openair Financial, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Openair Financial, LLC have the most advisors?
Dallas, with 3, then Southlake (3). Openair Financial, LLC has advisors in 2 cities in Texas.
How do I check a Openair Financial, 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 Openair Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.