Financial ADVSR advisor directory · SEC adviser records
Root Financial Partners financial advisors in Texas
Every SEC-registered investment adviser representative at a Root Financial Partners office in Texas, by city and A to Z.
26 registered advisors work at Root Financial Partners in Texas, out of 56 nationwide; it's the firm's number 1 state by advisors, and the most are in Austin (25). 21 list the CFP designation and 0 are also registered broker representatives.
Root Financial Partners advisors by city in Texas
Every firm in Texas →Root Financial Partners advisors in Texas, A to Z
Search by name →- Levi H. AndersonAustin · Certified Financial Planner
- Brian BarbeeAustin · Certified Financial Planner
- Cory D. BeamAustin · Certified Financial Planner
- Chase M. BennettAustin · Certified Financial Planner
- Cassie L. BorenAustin · Certified Financial Planner
- Jacob BoyerAustin
- Trevor E. BuggsAustin · Certified Financial Planner
- Robert S. BurkholderAustin · Certified Financial Planner
- Ashley L. ClarkSachse
- James M. ConoleAustin · Certified Financial Planner
- Chelsea L. EnglishAustin · Certified Financial Planner
- Hope O. FryAustin · Certified Financial Planner
- Erica N. GrundzaAustin · Certified Financial Planner
- Derek F. HagenAustin · Certified Financial Planner, Chartered Financial Analyst
- Jonathan J. LesterAustin · Certified Financial Planner
- Justin ObrienAustin
- Brooks H. PalmerAustin · Certified Financial Planner
- Kenzie L. PassinoAustin
- Brennen RamosAustin · Certified Financial Planner
- Christopher J. RiboliAustin · Certified Financial Planner
- Eden E. RossAustin · Certified Financial Planner
- Naomi M. RoyAustin · Certified Financial Planner
- Daniel R. SchererAustin · Certified Financial Planner
- Susanna M. Van RooyenAustin
- Caleb J. VeringAustin · Certified Financial Planner
- Kathleen J. VillegasAustin · Certified Financial Planner
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Questions
How many Root Financial Partners financial advisors are in Texas?
26 investment adviser representatives are registered at Root Financial Partners offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 56 at the firm nationwide. 21 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Root Financial Partners have the most advisors?
Austin, with 25, then Sachse (1). Root Financial Partners has advisors in 2 cities in Texas.
How do I check a Root Financial Partners 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 Root Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.