Financial ADVSR advisor directory · SEC adviser records
Precedent Wealth Partners, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Precedent Wealth Partners, LLC office in Texas, by city and A to Z.
The short answer
18 registered advisors work at Precedent Wealth Partners, LLC in Texas, out of 18 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (15). 5 list the CFP designation and 0 are also registered broker representatives.
Precedent Wealth Partners, LLC advisors by city in Texas
Every firm in Texas →Precedent Wealth Partners, LLC advisors in Texas, A to Z
Search by name →- Heidi J. ArnesonHouston
- Sloane E. BennettHouston
- Lantz D. BowmanHouston · Certified Financial Planner
- Andrew R. CaseyHouston · Certified Financial Planner
- Jonathan M. CrantzHouston
- Evan T. DarrHouston
- Tatum T. DuffieHouston
- Adrienne FoxHouston
- Kristy GrothSpring
- Pamela A. HintonFredericksburg
- Kyle E. SmithHouston
- Neal R. StephensonHouston
- Dallas N. TrahernKaty
- George F. WilliamsHouston · Certified Financial Planner
- Grant J. WilliamsHouston · Certified Financial Planner
- Joseph H. WilliamsHouston · Certified Financial Planner, Personal Financial Specialist
- Sarah E. WilliamsHouston
- Wanda G. WilliamsHouston
Precedent Wealth Partners, LLC advisors in every state →Precedent Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Precedent Wealth Partners, LLC financial advisors are in Texas?
18 investment adviser representatives are registered at Precedent Wealth Partners, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 18 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Precedent Wealth Partners, LLC have the most advisors?
Houston, with 15, then Fredericksburg (1). Precedent Wealth Partners, LLC has advisors in 4 cities in Texas.
How do I check a Precedent Wealth Partners, 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 Precedent Wealth Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.