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Financial ADVSR advisor directory · SEC adviser records

Schlegel Dunn LLC financial advisors in Texas

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

3 registered advisors work at Schlegel Dunn LLC in Texas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Plano (3). 3 list the CFP designation and 0 are also registered broker representatives.

Schlegel Dunn LLC advisors by city in Texas

Every firm in Texas →

Plano 3

Schlegel Dunn LLC advisors in Texas, A to Z

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Questions

How many Schlegel Dunn LLC financial advisors are in Texas?

3 investment adviser representatives are registered at Schlegel Dunn LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Schlegel Dunn LLC have the most advisors?

Plano, with 3. Schlegel Dunn LLC has advisors in 1 city in Texas.

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