Financial ADVSR advisor directory · SEC adviser records
994 Group financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a 994 Group office in Austin, A to Z.
3 registered advisors work at 994 Group in Austin, out of 3 at the firm nationwide; it ranks number 113 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
994 Group advisors in Austin, A to Z
Every 994 Group advisor →- Kristen S. LeclairCertified Financial Planner
- Theodore P. LeclairInvestment adviser rep
- Peter D. MarkovichCertified Financial Planner
994 Group advisors in every city and state →994 Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68
Questions
How many financial advisors does 994 Group have in Austin?
3 investment adviser representatives are registered at 994 Group offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is 994 Group one of the largest advisor employers in Austin?
994 Group ranks number 113 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.
How do I check a 994 Group advisor in Austin?
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 994 Group 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.