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Financial ADVSR advisor directory · SEC adviser records

Sovereign Wealth Advisors LLC financial advisors in Texas

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

The short answer

23 registered advisors work at Sovereign Wealth Advisors LLC in Texas, out of 23 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (22). 2 list the CFP designation and 23 are also registered broker representatives.

Sovereign Wealth Advisors LLC advisors by city in Texas

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Houston 22Porter 1

Sovereign Wealth Advisors LLC advisors in Texas, A to Z

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Questions

How many Sovereign Wealth Advisors LLC financial advisors are in Texas?

23 investment adviser representatives are registered at Sovereign Wealth Advisors LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 23 at the firm nationwide. 2 list the CFP designation and 23 are also registered as broker representatives.

Where in Texas does Sovereign Wealth Advisors LLC have the most advisors?

Houston, with 22, then Porter (1). Sovereign Wealth Advisors LLC has advisors in 2 cities in Texas.

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