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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Baytown, TX

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

The short answer

30 registered advisors work in Baytown; the most are at Edward Jones (10). 8 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Baytown

FirmAdvisors in Baytown
Edward Jones news10
Cetera Investment Advisers LLC news4
LPL Financial LLC news3
Cetera Planning Partners news2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Farmers Asset Management, LLC1
Gulf Coast Ria1
J.P. Morgan Securities LLC news1
Ji Financial Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Texas Capital Management1
Wells Fargo Clearing Services, LLC news1

Advisors in Baytown, A to Z

CFP advisors in Baytown →

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 Baytown, TX?

30 investment adviser representatives are registered at firm offices in Baytown, Texas, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Baytown?

Edward Jones, with 10 registered advisors in Baytown, followed by Cetera Investment Advisers LLC with 4.

How do I check a financial advisor in Baytown?

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.