Financial ADVSR advisor directory · SEC adviser records
The Sum financial advisors in Texas
Every SEC-registered investment adviser representative at a The Sum office in Texas, by city and A to Z.
9 registered advisors work at The Sum in Texas, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in The Woodlands (8). 5 list the CFP designation and 0 are also registered broker representatives.
The Sum advisors by city in Texas
Every firm in Texas →The Sum advisors in Texas, A to Z
Search by name →- Robert M. BardThe Woodlands · Certified Financial Planner
- Jill D. ChandlerThe Woodlands
- Brady A. CoxThe Woodlands · Certified Financial Planner
- McKenna A. DehnThe Woodlands
- Thomas W. Dunaway IIIThe Woodlands · Certified Financial Planner
- Casey A. MackThe Woodlands · Certified Financial Planner
- David E. MelchorLeague City
- Paul M. Rahn Jr.The Woodlands · Certified Financial Planner
- Steven R. ResnickThe Woodlands
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Questions
How many The Sum financial advisors are in Texas?
9 investment adviser representatives are registered at The Sum offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does The Sum have the most advisors?
The Woodlands, with 8, then League City (1). The Sum has advisors in 2 cities in Texas.
How do I check a The Sum 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 The Sum office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.