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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Aubrey, TX

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

The short answer

11 registered advisors work in Aubrey; the most are at Strategic Advisers LLC (5). 1 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Aubrey

FirmAdvisors in Aubrey
Strategic Advisers LLC5
State Farm Investment Management Corp.2
Tiaa-Cref Individual & Institutional Services, LLC2
Citigroup Global Markets Inc. news1
Edward Jones news1

Advisors in Aubrey, A to Z

CFP advisors in Aubrey →

Other cities in Texas

All of Texas →

Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139

Questions

How many financial advisors are in Aubrey, TX?

11 investment adviser representatives are registered at firm offices in Aubrey, Texas, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Aubrey?

Strategic Advisers LLC, with 5 registered advisors in Aubrey, followed by State Farm Investment Management Corp. with 2.

How do I check a financial advisor in Aubrey?

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.