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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Athens, TX

Every SEC-registered investment adviser representative at a firm office in Athens, with the firms that employ the most of them.

16 registered advisors work in Athens; the most are at LPL Financial LLC (6). 0 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Athens

FirmAdvisors in Athens
LPL Financial LLC news6
Edward Jones news5
State Farm Investment Management Corp.2
Accelerate Retirement1
Bison Wealth, LLC1
Dominion Portfolio Management, Inc.1
Oasis Advisors1

Advisors in Athens, A to Z

Search all of Texas →

Other cities in Texas

All of Texas →

Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147

Questions

How many financial advisors are in Athens, TX?

16 investment adviser representatives are registered at firm offices in Athens, Texas, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Athens?

LPL Financial LLC, with 6 registered advisors in Athens, followed by Edward Jones with 5.

How do I check a financial advisor in Athens?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.