Financial ADVSR advisor directory · SEC adviser records
Rockefeller Financial LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Rockefeller Financial LLC office in Texas, by city and A to Z.
115 registered advisors work at Rockefeller Financial LLC in Texas, out of 942 nationwide; it's the firm's number 4 state by advisors, and the most are in Dallas (78). 16 list the CFP designation and 114 are also registered broker representatives.
Rockefeller Financial LLC advisors by city in Texas
Every firm in Texas →Dallas 78Houston 14San Antonio 9The Woodlands 7Austin 3Forney 1Manchaca 1Plano 1Southlake 1
Rockefeller Financial LLC advisors in Texas, A to Z
Search by name →- Arthur G. Alexander Jr.Dallas
- Shawna D. AlexanderThe Woodlands · Chartered Financial Consultant
- Francis X. AmslerHouston · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey S. AndersonDallas · Certified Financial Planner
- Michael R. ArmondoDallas · Certified Financial Planner, Chartered Financial Consultant
- Matthew A. AshleyDallas
- James C. Aughenbaugh IIDallas
- James C. AugustineSan Antonio
- Angela A. BaconHouston
- Ryan E. BarcenaDallas
- John A. BazanDallas
- Natalie BerryDallas
- Christopher R. BowmanHouston · Certified Financial Planner
- Heather L. BrownDallas
- Joseph A. BybeeHouston · Chartered Financial Analyst
- John CiaramitaroDallas
- Brenda J. CyprianDallas
- Mark E. DahlHouston
- Gerald W. Dahlander IIDallas
- Brett R. DanielsSan Antonio
- Robert E. DentonDallas
- Alethia DixonDallas
- Brice Eber-MorrisDallas
- Caleb J. EnninDallas
- Nolan R. FeeneyDallas
- Mary Kathryn S. FitzpatrickDallas
- Mark C. FrenchThe Woodlands
- Mark C. French Jr.Dallas
- Madison V. FriedmanDallas
- Jorge A. GarciaDallas
- Jasmit K. GillDallas
- Latisha D. Hagler BickelDallas
- Rebecca D. HallmanForney
- Stacie L. Harris BoyleThe Woodlands
- Kevin R. HermisThe Woodlands · Certified Financial Planner
- Charles E E. Hoffman Jr. Jr.San Antonio
- Sylvia M. HydrickSan Antonio
- Andrea N. IslasDallas
- Barry M. JohnsonDallas
- Brian R. KaminAustin · Certified Financial Planner
- Anna KellyDallas · Certified Financial Planner
- Roxiane KernsSan Antonio
- Pamela M. KingDallas
- Diana R. Kleper-GilkesDallas
- Nicole C. KorenskyDallas
- Hunter S. KralDallas
- Kevin R. KurtzDallas · Certified Financial Planner, Chartered Financial Analyst
- Marc E. LabordeHouston
- Alexander C. LadageDallas
- Tyler D. LaneHouston · Chartered Financial Analyst
- Patricia L. LawyerDallas
- David G. Lloyd Jr.San Antonio
- Adam J. LovelessThe Woodlands
- Emily H. LumleyPlano
- Monica L. LyssyHouston
- Jonathan R. MaldonadoAustin · Certified Financial Planner
- Despina V. MannHouston
- James M. MarkleyDallas
- Elmer E. MartinSan Antonio
- Kyle B. MaxwellThe Woodlands
- Liam McCarthyDallas
- Ann M. McClainDallas
- Kerry A. McGauranDallas
- Patrick McGovernDallas
- John H. McManusDallas
- Glenn E. MealeyDallas
- Megan T. MilesDallas
- Maxwell J. MimsHouston
- David B. MiracleHouston
- Patrick L. Moore IIDallas
- Shawn D. MooreDallas · Certified Financial Planner
- Malia S. MoralesDallas
- William J. Morris WallrappThe Woodlands
- Peter I. I. MyersDallas
- Alexander R. NorathDallas · Certified Financial Planner
- Hope A. OliverDallas
- Kevin S. ParrillDallas · Certified Financial Planner
- Melinda J. PerryDallas
- Robyn R. Petty-GreerDallas
- Vivian P. PhanDallas
- Darios S. Powers IIDallas
- Darrel G. PrestonDallas
- Nancy E. PultzDallas
- William C. Reed IIIDallas
- Killian P. ReganAustin
- Greg RhodesDallas
- Katelyn RobertsDallas
- Olivia S. RoppoloHouston
- Noah A. RubinsteinDallas
- James D. SandfortDallas · Certified Financial Planner, Chartered Financial Analyst
- Austin SchornDallas
- Paulina SchwarzbeckDallas
- Ehrynn S. ShephardDallas
- David B. SmithDallas
- David L. SmithDallas
- Henry D. SmithDallas
- Andrew SwedlundDallas · Certified Financial Planner
- Rusty TallyDallas
- Richard D. Thome Jr.Dallas
- Kerese K. TrailleDallas
- Chloe TramontanoDallas
- Michael A. TramontanoDallas
- Quinton M. TramontanoSan Antonio
- John H. TylerDallas
- Grace UpshawDallas
- Monica Y. VallejoManchaca
- Cole T. VerhulstDallas
- Charles M. Vetters Jr.Houston · Certified Financial Planner
- Celine J. WaxhamDallas
- Timothy P. WhiteDallas · Certified Financial Planner
- Londa G. WillemsSan Antonio
- Molly WilliamsDallas
- Christopher D. WolfSouthlake
- Kevin R. WrightHouston
- Debra L. YoungDallas
Rockefeller Financial LLC advisors in every state →Rockefeller Financial LLC: assets, clients and custodians →Rockefeller news and advisor moves →Advisor Moves: who changed firms this week →
Rockefeller Financial LLC in other states
New York 188California 138Georgia 134Illinois 100New Jersey 89Florida 46North Carolina 21Ohio 19Connecticut 17Michigan 15Pennsylvania 10Missouri 9Arizona 8Tennessee 6Arkansas 5Maryland 5Utah 5Massachusetts 3South Carolina 3
Questions
How many Rockefeller Financial LLC financial advisors are in Texas?
115 investment adviser representatives are registered at Rockefeller Financial LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 942 at the firm nationwide. 16 list the CFP designation and 114 are also registered as broker representatives.
Where in Texas does Rockefeller Financial LLC have the most advisors?
Dallas, with 78, then Houston (14). Rockefeller Financial LLC has advisors in 9 cities in Texas.
How do I check a Rockefeller 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 Rockefeller Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.