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Financial ADVSR advisor directory · SEC adviser records

Simplicity Wealth financial advisors in Texas

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

10 registered advisors work at Simplicity Wealth in Texas, out of 228 nationwide; it's the firm's number 4 state by advisors, and the most are in Houston (3). 0 list the CFP designation and 0 are also registered broker representatives.

Simplicity Wealth advisors by city in Texas

Every firm in Texas →

Houston 3The Woodlands 2Farmers Branch 1Kingwood 1McAllen 1Pearland 1Stephenville 1

Simplicity Wealth advisors in Texas, A to Z

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Simplicity Wealth advisors in every state →Simplicity Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Simplicity Wealth in other states

New Jersey 112Colorado 17California 14Illinois 8Florida 7Arizona 6Minnesota 5Pennsylvania 5Louisiana 4Michigan 4Washington 4Alabama 3Kansas 3Massachusetts 3Ohio 3

Questions

How many Simplicity Wealth financial advisors are in Texas?

10 investment adviser representatives are registered at Simplicity Wealth offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 228 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Simplicity Wealth have the most advisors?

Houston, with 3, then The Woodlands (2). Simplicity Wealth has advisors in 7 cities in Texas.

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