Financial ADVSR advisor directory · SEC adviser records
Uptick Partners, LLC financial advisors
Every SEC-registered investment adviser representative at Uptick Partners, LLC, by the state and city of the office they work from.
11 registered advisors work at Uptick Partners, LLC, in 4 states and 4 cities; the most are in Nacogdoches, TX (8). 7 list the CFP designation and 0 are also registered broker representatives.
Search every Uptick Partners, LLC advisor by name →Who joined and left Uptick Partners, LLC →Uptick Partners, LLC: assets, clients and custodians →
Cities with the most Uptick Partners, LLC advisors
Nacogdoches, TX 8Cullman, AL 1Portsmouth, NH 1Summerville, GA 1
Uptick Partners, LLC advisors by state
Questions
How many financial advisors does Uptick Partners, LLC have?
11 investment adviser representatives are registered with Uptick Partners, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 4 cities. 7 list the CFP designation and 0 are also registered as broker representatives.
Where does Uptick Partners, LLC have the most advisors?
Nacogdoches, TX, with 8 registered advisors, then Cullman, AL (1). By state, Texas has the most, with 8.
How do I find a Uptick Partners, LLC financial advisor near me?
Pick your state below, then your city, to see every Uptick Partners, LLC advisor registered at an office there. Each one 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. An advisor registered at Uptick Partners, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →