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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bellaire, TX

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

46 registered advisors work in Bellaire; the most are at Kestra Advisory Services, LLC (6). 12 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Bellaire

FirmAdvisors in Bellaire
Kestra Advisory Services, LLC news6
Edward Jones news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Ameriprise Financial Services, LLC news2
Ameritas Advisory Services, LLC2
Cetera Investment Advisers LLC news2
J.P. Morgan Securities LLC news2
Pivot Point Advisors, LLC2
Rexford Capital2
Ridgeback Capital Management2
Bellaire Capital Management, LLC1
Blackrock Investment Management, LLC1
Ceera Investments, LLC1
Geneos Wealth Management, Inc.1
Intrua Financial1
LPL Financial LLC news1
Leder Fiduciary Capital LLC1
Mercer Street Personal Financial Services1
New York Life Investment Management LLC1
Newedge Advisors1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Shearson Financial Services, LLC1
State Farm Investment Management Corp.1
Trek Financial1

Advisors in Bellaire, A to Z

CFP advisors in Bellaire →

Other cities in Texas

All of Texas →

Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140

Questions

How many financial advisors are in Bellaire, TX?

46 investment adviser representatives are registered at firm offices in Bellaire, Texas, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Bellaire?

Kestra Advisory Services, LLC, with 6 registered advisors in Bellaire, followed by Edward Jones with 3.

How do I check a financial advisor in Bellaire?

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.