Financial ADVSR advisor directory · SEC adviser records
Cetera Planning Partners financial advisors in Baytown, TX
Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Baytown, A to Z.
The short answer
3 registered advisors work at Cetera Planning Partners in Baytown, out of 283 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Cetera Planning Partners advisors in Baytown, A to Z
Every Cetera Planning Partners advisor →- Kyle PledgerCertified Financial Planner · Also a broker rep
- Brian T. StephensCertified Financial Planner, Personal Financial Specialist · Also a broker rep
- Joseph D. WebsterCertified Financial Planner · Also a broker rep
Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →
Cetera Planning Partners advisors in other cities
Leawood, KS 34Dubuque, IA 20Lafayette, LA 18Rapid City, SD 7Seven Fields, PA 7Dallas, TX 6Houston, TX 6Algona, IA 5Parsippany, NJ 5Cranford, NJ 4Evansville, IN 4Greensboro, NC 4Indianapolis, IN 4Louisville, KY 4Morgan City, LA 4
Other firms in Baytown
All Baytown advisors →Edward Jones 11LPL Financial LLC 5Cetera Investment Advisers LLC 4State Farm Investment Management Corp. 3
Questions
How many financial advisors does Cetera Planning Partners have in Baytown?
3 investment adviser representatives are registered at Cetera Planning Partners offices in Baytown, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 283 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Cetera Planning Partners one of the largest advisor employers in Baytown?
Cetera Planning Partners ranks number 4 in Baytown by registered advisors; Edward Jones has the most, with 11.
How do I check a Cetera Planning Partners advisor in Baytown?
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 Cetera Planning Partners 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.