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Financial ADVSR advisor directory · SEC adviser records

Sequoia Financial Group, L.L.C. financial advisors in Texas

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

The short answer

4 registered advisors work at Sequoia Financial Group, L.L.C. in Texas, out of 257 nationwide; it's the firm's number 9 state by advisors, and the most are in Houston (2). 3 list the CFP designation and 0 are also registered broker representatives.

Sequoia Financial Group, L.L.C. advisors by city in Texas

Every firm in Texas →

Houston 2San Antonio 2

Sequoia Financial Group, L.L.C. advisors in Texas, A to Z

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Sequoia Financial Group, L.L.C. advisors in every state →Sequoia Financial Group, L.L.C.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sequoia Financial Group, L.L.C. in other states

Ohio 145Minnesota 35Florida 16Pennsylvania 12Colorado 10Michigan 10Arizona 4Massachusetts 4California 3Utah 3

Questions

How many Sequoia Financial Group, L.L.C. financial advisors are in Texas?

4 investment adviser representatives are registered at Sequoia Financial Group, L.L.C. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 257 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Sequoia Financial Group, L.L.C. have the most advisors?

Houston, with 2, then San Antonio (2). Sequoia Financial Group, L.L.C. has advisors in 2 cities in Texas.

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