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Financial ADVSR advisor directory · SEC adviser records

Act Wealth Management, LLC financial advisors in Allen, TX

Every SEC-registered investment adviser representative at a Act Wealth Management, LLC office in Allen, A to Z.

4 registered advisors work at Act Wealth Management, LLC in Allen, out of 4 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Act Wealth Management, LLC advisors in Allen, A to Z

Every Act Wealth Management, LLC advisor →

Act Wealth Management, LLC advisors in every city and state →Act Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Allen

All Allen advisors →

Edward Jones 13LPL Financial LLC 13Raymond James Financial Services Advisors, Inc. 9Assetbuilder, Inc. 8Thrivent Investment Management Inc. 8Ameriprise Financial Services, LLC 7Steadtrust 6J.P. Morgan Securities LLC 5Osaic Wealth, Inc. 5Pfs Investments Inc. 5State Farm Investment Management Corp. 5First Choice Financial Planning LLC 4

Questions

How many financial advisors does Act Wealth Management, LLC have in Allen?

4 investment adviser representatives are registered at Act Wealth Management, LLC offices in Allen, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Act Wealth Management, LLC one of the largest advisor employers in Allen?

Act Wealth Management, LLC ranks number 12 in Allen by registered advisors; Edward Jones has the most, with 13.

How do I check a Act Wealth Management, LLC advisor in Allen?

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 Act Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.