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Financial ADVSR advisor directory · SEC adviser records

Westwood Management Corp. financial advisors in Texas

Every SEC-registered investment adviser representative at a Westwood Management Corp. office in Texas, by city and A to Z.

The short answer

10 registered advisors work at Westwood Management Corp. in Texas, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (7). 0 list the CFP designation and 10 are also registered broker representatives.

Westwood Management Corp. advisors by city in Texas

Every firm in Texas →

Dallas 7Houston 3

Westwood Management Corp. advisors in Texas, A to Z

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Questions

How many Westwood Management Corp. financial advisors are in Texas?

10 investment adviser representatives are registered at Westwood Management Corp. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.

Where in Texas does Westwood Management Corp. have the most advisors?

Dallas, with 7, then Houston (3). Westwood Management Corp. has advisors in 2 cities in Texas.

How do I check a Westwood Management Corp. 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 Westwood Management Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.