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William Blair financial advisors in Texas
Every SEC-registered investment adviser representative at a William Blair office in Texas, by city and A to Z.
The short answer
4 registered advisors work at William Blair in Texas, out of 298 nationwide; it's the firm's number 3 state by advisors, and the most are in Dallas (3). 1 list the CFP designation and 4 are also registered broker representatives.
William Blair advisors by city in Texas
Every firm in Texas →William Blair advisors in Texas, A to Z
Search by name →- Allen AbneyDallas
- Jeannette A. MaddoxDallas
- Benjamin J. MeyerDallas · Certified Financial Planner
- Adam G. PusinelliWestworth Village
William Blair advisors in every state →William Blair: assets, clients and custodians →Advisor Moves: who changed firms this week →
William Blair in other states
Questions
How many William Blair financial advisors are in Texas?
4 investment adviser representatives are registered at William Blair offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 298 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Where in Texas does William Blair have the most advisors?
Dallas, with 3, then Westworth Village (1). William Blair has advisors in 2 cities in Texas.
How do I check a William Blair 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 William Blair office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.