Financial ADVSR advisor directory · SEC adviser records
Waterloo Capital financial advisors in Texas
Every SEC-registered investment adviser representative at a Waterloo Capital office in Texas, by city and A to Z.
40 registered advisors work at Waterloo Capital in Texas, out of 52 nationwide; it's the firm's number 1 state by advisors, and the most are in Austin (33). 4 list the CFP designation and 1 are also registered broker representatives.
Waterloo Capital advisors by city in Texas
Every firm in Texas →Austin 33College Station 2Dallas 2Houston 1Sugar Land 1Waco 1
Waterloo Capital advisors in Texas, A to Z
Search by name →- George S. AbiassiHouston
- Betty J. AriasAustin · Certified Financial Planner
- Richard L. BellineAustin · Chartered Financial Consultant
- Joseph C. BlackwellAustin
- Robert P. Blessing Jr.Austin
- Earline F. ChapaAustin
- John T. Chatmas Jr.Austin
- Adam G. D'AciernoAustin
- Randy K. FlowersAustin · Chartered Financial Analyst
- Megan D. GegenAustin
- Will P. GibsonAustin · Certified Financial Planner, Chartered Financial Analyst
- Raymond E. Goshert Jr.Austin · Certified Financial Planner
- Steven L. GrahamAustin
- Grayson H. GriffinAustin
- Christopher J. HernandezAustin
- Jarrod S. HixCollege Station
- Stuart W. HuckinAustin
- Andrew R. JohnsenDallas
- Bruce A. LemleyAustin · Certified Financial Planner
- Steven H. LivitzAustin
- Henry G. LooneyAustin
- Mark J. McAdamsAustin
- Jordan N. MehalAustin
- Anjali S. MehtaAustin
- Elizabeth E. Mock-HernandezAustin
- Lori G. MorrisAustin
- Logan P. MoultonAustin · Chartered Financial Analyst
- Sajal E. MutterAustin
- Keith R. NielsenWaco
- Crystal D. ReedDallas
- Isabella K. RichardAustin
- Robert J. Russell Jr.Austin
- David M. SabonghySugar Land
- Sara L. SeelyAustin · Chartered Financial Analyst
- Donald R. Simoneaux Jr.Austin
- Joshua T. TeetersAustin
- William B. WarrenburgAustin
- Bennett H. WoodwardAustin · Chartered Financial Analyst
- Eric R. WylieCollege Station
- Michael S. YawnAustin
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Questions
How many Waterloo Capital financial advisors are in Texas?
40 investment adviser representatives are registered at Waterloo Capital offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 52 at the firm nationwide. 4 list the CFP designation and 1 are also registered as broker representatives.
Where in Texas does Waterloo Capital have the most advisors?
Austin, with 33, then College Station (2). Waterloo Capital has advisors in 6 cities in Texas.
How do I check a Waterloo Capital 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 Waterloo Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.