Financial ADVSR advisor directory · SEC adviser records
Alongside, LLC financial advisors in Allen, TX
Every SEC-registered investment adviser representative at a Alongside, LLC office in Allen, A to Z.
4 registered advisors work at Alongside, LLC in Allen, out of 24 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Alongside, LLC advisors in Allen, A to Z
Every Alongside, LLC advisor →- Brian W. ElliottInvestment adviser rep
- Jason S. JupiterwalaAlso a broker rep
- Sean ScruggsCertified Financial Planner
- Matthew T. SwarbrickInvestment adviser rep
Alongside, LLC advisors in every city and state →Alongside, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Alongside, LLC advisors in other cities
Austin, TX 7Irving, TX 3Mill Creek, WA 3Castle Rock, CO 2New Berlin, WI 2Missoula, MT 1Mt Pleasant, WI 1Oviedo, FL 1
Other firms in Allen
All Allen advisors →Edward Jones 15LPL Financial LLC 13Raymond James Financial Services Advisors, Inc. 10Ameriprise Financial Services, LLC 8Assetbuilder, Inc. 8Thrivent Investment Management Inc. 8Steadtrust 7J.P. Morgan Securities LLC 5Osaic Wealth, Inc. 5State Farm Investment Management Corp. 5Act Wealth Management, LLC 4First Choice Financial Planning LLC 4
Questions
How many financial advisors does Alongside, LLC have in Allen?
4 investment adviser representatives are registered at Alongside, LLC offices in Allen, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Alongside, LLC one of the largest advisor employers in Allen?
Alongside, LLC ranks number 12 in Allen by registered advisors; Edward Jones has the most, with 15.
How do I check a Alongside, 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 Alongside, 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.