Financial ADVSR advisor directory · SEC adviser records
Texas Asset Management financial advisors in Texas
Every SEC-registered investment adviser representative at a Texas Asset Management office in Texas, by city and A to Z.
3 registered advisors work at Texas Asset Management in Texas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Lakeway (3). 2 list the CFP designation and 0 are also registered broker representatives.
Texas Asset Management advisors by city in Texas
Every firm in Texas →Texas Asset Management advisors in Texas, A to Z
Search by name →- John W. Brodnax Jr.Lakeway · Certified Financial Planner
- James R. KarnesLakeway · Personal Financial Specialist
- Elvin G. MillerLakeway · Certified Financial Planner
Texas Asset Management advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Texas Asset Management financial advisors are in Texas?
3 investment adviser representatives are registered at Texas Asset Management offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Texas Asset Management have the most advisors?
Lakeway, with 3. Texas Asset Management has advisors in 1 city in Texas.
How do I check a Texas Asset Management 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 Texas Asset Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.