Financial ADVSR advisor directory · SEC adviser records
Austin Asset financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a Austin Asset office in Austin, A to Z.
13 registered advisors work at Austin Asset in Austin, out of 13 at the firm nationwide; it ranks number 39 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Austin Asset advisors in Austin, A to Z
Every Austin Asset advisor →- Alexandra M. BequetteCertified Financial Planner
- Yuanyuan CheCertified Financial Planner
- Jack D. CowlingChartered Financial Analyst
- Jonathan D. DavisonCertified Financial Planner
- Jessica M. ForrestCertified Financial Planner
- Alexis S. GarzaCertified Financial Planner
- Samantha K. GornyInvestment adviser rep
- William E. HehmanCertified Financial Planner
- Jamie K. IleksCertified Financial Planner
- Preeti NarayanCertified Financial Planner
- Guillermo E. Pestana MullerInvestment adviser rep
- Laura F. StittCertified Financial Planner
- William T. WikeCertified Financial Planner
Austin Asset advisors in every city and state →Austin Asset: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 452Dimensional Fund Advisors LP 221Charles Schwab & Co., Inc. 208Merrill Lynch, Pierce, Fenner & Smith Incorporated 129J.P. Morgan Securities LLC 118LPL Financial LLC 116Morgan Stanley 11049 Financial 99Wells Fargo Clearing Services, LLC 99Strategic Advisers LLC 89Edward Jones 77Kestra Private Wealth Services, LLC 77
Questions
How many financial advisors does Austin Asset have in Austin?
13 investment adviser representatives are registered at Austin Asset offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Austin Asset one of the largest advisor employers in Austin?
Austin Asset ranks number 39 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 452.
How do I check a Austin Asset 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 Austin Asset 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.