Financial ADVSR advisor directory · SEC adviser records
Quotient Wealth Partners, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Quotient Wealth Partners, LLC office in Texas, by city and A to Z.
The short answer
25 registered advisors work at Quotient Wealth Partners, LLC in Texas, out of 31 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (20). 9 list the CFP designation and 0 are also registered broker representatives.
Quotient Wealth Partners, LLC advisors by city in Texas
Every firm in Texas →Quotient Wealth Partners, LLC advisors in Texas, A to Z
Search by name →- Sean M. AlfordDallas · Certified Financial Planner
- Lucas BakerDallas
- Matthew A. BennettDallas · Certified Financial Planner
- Aidan J. BonnerDallas
- Lauren T. BrittHouston
- Craig S. DamicoDallas
- Brady C. DavisDallas
- Matthew T. DavisDallas · Certified Financial Planner
- Colin S. FaulkHouston · Certified Financial Planner
- Bruce F. FitzsimmonsDallas
- Matthew R. FrostSan Antonio · Certified Financial Planner
- William W. GeistDallas
- Carlos G. GuidottiDallas
- Timothy R. HarderDallas
- Larry D. JacksonDallas
- Aidan F. JahnkeDallas
- Tyler D. KumarHouston · Certified Financial Planner
- Christopher R. MohringDallas · Certified Financial Planner
- Chase M. MoodyDallas
- Ross A. MorrowDallas
- Brandon M. RossDallas
- Zachary D. RumpkeDallas
- John L. VaclavikHouston · Certified Financial Planner
- Brian R. WeatherlyDallas · Certified Financial Planner
- Kevin J. WilsonDallas
Quotient Wealth Partners, LLC advisors in every state →Quotient Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Quotient Wealth Partners, LLC in other states
Questions
How many Quotient Wealth Partners, LLC financial advisors are in Texas?
25 investment adviser representatives are registered at Quotient Wealth Partners, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 31 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Quotient Wealth Partners, LLC have the most advisors?
Dallas, with 20, then Houston (4). Quotient Wealth Partners, LLC has advisors in 3 cities in Texas.
How do I check a Quotient 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 Quotient Wealth Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.