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Financial ADVSR advisor directory · SEC adviser records

Texas Capital Bank Private Wealth Advisors financial advisors in Texas

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

The short answer

52 registered advisors work at Texas Capital Bank Private Wealth Advisors in Texas, out of 52 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (41). 5 list the CFP designation and 20 are also registered broker representatives.

Texas Capital Bank Private Wealth Advisors advisors by city in Texas

Every firm in Texas →

Dallas 41Houston 6Austin 3Fort Worth 1San Antonio 1

Texas Capital Bank Private Wealth Advisors advisors in Texas, A to Z

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Questions

How many Texas Capital Bank Private Wealth Advisors financial advisors are in Texas?

52 investment adviser representatives are registered at Texas Capital Bank Private Wealth Advisors offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 52 at the firm nationwide. 5 list the CFP designation and 20 are also registered as broker representatives.

Where in Texas does Texas Capital Bank Private Wealth Advisors have the most advisors?

Dallas, with 41, then Houston (6). Texas Capital Bank Private Wealth Advisors has advisors in 5 cities in Texas.

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