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Financial ADVSR advisor directory · SEC adviser records

Prota Financial financial advisors in Texas

Every SEC-registered investment adviser representative at a Prota Financial office in Texas, by city and A to Z.

14 registered advisors work at Prota Financial in Texas, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (13). 0 list the CFP designation and 0 are also registered broker representatives.

Prota Financial advisors by city in Texas

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Houston 13Midland 1

Prota Financial advisors in Texas, A to Z

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Prota Financial advisors in every state →Prota Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Prota Financial financial advisors are in Texas?

14 investment adviser representatives are registered at Prota Financial offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Prota Financial have the most advisors?

Houston, with 13, then Midland (1). Prota Financial has advisors in 2 cities in Texas.

How do I check a Prota Financial 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 Prota Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.