Financial ADVSR advisor directory · SEC adviser records
Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Carrollton, TX
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Carrollton, A to Z.
4 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Carrollton, out of 1,648 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors in Carrollton, A to Z
Every Tiaa-Cref Individual & Institutional Services, LLC advisor →- Edward D. KinderAlso a broker rep
- Ian A. TroutmanInvestment adviser rep
- Juan A. ValdezAlso a broker rep
- Joseph W. WidmaierAlso a broker rep
Tiaa-Cref Individual & Institutional Services, LLC advisors in every city and state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tiaa-Cref Individual & Institutional Services, LLC advisors in other cities
Charlotte, NC 362Frisco, TX 181New York, NY 52Glendale, CO 39Philadelphia, PA 27Durham, NC 21Melville, NY 20Seattle, WA 20Waltham, MA 20Concord, NC 18Pasadena, CA 18Atlanta, GA 17Pittsburgh, PA 17Princeton, NJ 17Chicago, IL 14
Other firms in Carrollton
All Carrollton advisors →Fisher\smb 42Strategic Advisers LLC 7Edward Jones 5State Farm Investment Management Corp. 5J.P. Morgan Securities LLC 4Farris Capital Management Inc. 3LPL Financial LLC 3
Questions
How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Carrollton?
4 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Carrollton, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,648 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Carrollton?
Tiaa-Cref Individual & Institutional Services, LLC ranks number 6 in Carrollton by registered advisors; Fisher\smb has the most, with 42.
How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Carrollton?
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 Tiaa-Cref Individual & Institutional Services, 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.