Financial ADVSR advisor directory · SEC adviser records
Trajan Wealth, L.L.C. financial advisors in Texas
Every SEC-registered investment adviser representative at a Trajan Wealth, L.L.C. office in Texas, by city and A to Z.
The short answer
6 registered advisors work at Trajan Wealth, L.L.C. in Texas, out of 46 nationwide; it's the firm's number 3 state by advisors, and the most are in San Antonio (2). 1 list the CFP designation and 0 are also registered broker representatives.
Trajan Wealth, L.L.C. advisors by city in Texas
Every firm in Texas →Trajan Wealth, L.L.C. advisors in Texas, A to Z
Search by name →- Shaun M. AguilarFrisco
- Samuel G. GonzalezSan Antonio
- Dan J. HoeyFlower Mound
- Peter M. ReillyThe Woodlands
- Alexys Z. SerchaySan Antonio
- Stephen F. Shelvey IIIFrisco · Certified Financial Planner
Trajan Wealth, L.L.C. advisors in every state →Trajan Wealth, L.L.C.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Trajan Wealth, L.L.C. in other states
Questions
How many Trajan Wealth, L.L.C. financial advisors are in Texas?
6 investment adviser representatives are registered at Trajan Wealth, L.L.C. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 46 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Trajan Wealth, L.L.C. have the most advisors?
San Antonio, with 2, then Frisco (1). Trajan Wealth, L.L.C. has advisors in 2 cities in Texas.
How do I check a Trajan Wealth, L.L.C. 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 Trajan Wealth, L.L.C. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.