Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Belton, TX
Every SEC-registered investment adviser representative at a firm office in Belton, with the firms that employ the most of them.
The short answer
14 registered advisors work in Belton; the most are at Edward Jones (5). 3 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Belton
Advisors in Belton, A to Z
CFP advisors in Belton →- Blake L. AldridgeRaymond James Financial Services Advisors, Inc.
- Joshua L. DildineEdward Jones
- Francesca D. Gervascio-FranzenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Alyssa M. GilmoreEdward Jones
- John R. Holmes Jr.Raymond James Financial Services Advisors, Inc.
- Scot W. HrbacekEdward Jones · Certified Financial Planner
- Gunnar JessenPfs Investments Inc.
- Gary KnightEdward Jones
- Jacklyn LackeyGoldman Sachs Wealth Services, L.P.
- Veronica LoganState Farm Investment Management Corp.
- Tyler NelsonEdward Jones
- James J. OrtynLPL Financial LLC
- Dylan C. RipleyCommonwealth Financial Network
- Adam J. WarrenColefp · Certified Financial Planner
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 Belton, TX?
14 investment adviser representatives are registered at firm offices in Belton, Texas, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Belton?
Edward Jones, with 5 registered advisors in Belton, followed by Raymond James Financial Services Advisors, Inc. with 3.
How do I check a financial advisor in Belton?
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.