Financial ADVSR advisor directory · SEC adviser records
Tl Private Wealth financial advisors in Texas
Every SEC-registered investment adviser representative at a Tl Private Wealth office in Texas, by city and A to Z.
4 registered advisors work at Tl Private Wealth in Texas, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Southlake (4). 2 list the CFP designation and 0 are also registered broker representatives.
Tl Private Wealth advisors by city in Texas
Every firm in Texas →Tl Private Wealth advisors in Texas, A to Z
Search by name →- William J. ByrumSouthlake
- John G. JacobsonSouthlake
- Brad C. LittleSouthlake · Certified Financial Planner
- Dustin R. TondreSouthlake · Certified Financial Planner
Tl Private Wealth advisors in every state →Tl Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Tl Private Wealth financial advisors are in Texas?
4 investment adviser representatives are registered at Tl Private Wealth offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Tl Private Wealth have the most advisors?
Southlake, with 4. Tl Private Wealth has advisors in 1 city in Texas.
How do I check a Tl Private 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 Tl Private Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.