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Financial ADVSR advisor directory · SEC adviser records

Intelligent Wealth Solutions LLC financial advisors in Austin, TX

Every SEC-registered investment adviser representative at a Intelligent Wealth Solutions LLC office in Austin, A to Z.

5 registered advisors work at Intelligent Wealth Solutions LLC in Austin, out of 6 at the firm nationwide; it ranks number 85 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Intelligent Wealth Solutions LLC advisors in Austin, A to Z

Every Intelligent Wealth Solutions LLC advisor →

Intelligent Wealth Solutions LLC advisors in every city and state →Intelligent Wealth Solutions LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Intelligent Wealth Solutions LLC advisors in other cities

Atlanta, GA 1

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 Intelligent Wealth Solutions LLC have in Austin?

5 investment adviser representatives are registered at Intelligent Wealth Solutions LLC offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Intelligent Wealth Solutions LLC one of the largest advisor employers in Austin?

Intelligent Wealth Solutions LLC ranks number 85 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.

How do I check a Intelligent Wealth Solutions LLC 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 Intelligent Wealth Solutions 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.