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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Celina, TX

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

42 registered advisors work in Celina; the most are at Tiaa-Cref Individual & Institutional Services, LLC (10). 5 list the CFP designation and 36 are also registered broker representatives.

Firms with the most advisors in Celina

FirmAdvisors in Celina
Tiaa-Cref Individual & Institutional Services, LLC10
LPL Financial LLC news7
Ameriprise Financial Services, LLC news3
Osaic Wealth, Inc. news3
Edward Jones news2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
&Partners news1
Assetmark, Inc.1
Citigroup Global Markets Inc. news1
Commonwealth Financial Network news1
Earned Wealth Advisors, LLC1
Edelman Financial Engines news1
Expand Financial Group, LLC1
Finance.vet LLC1
First Trust Advisors LP1
Laughter Financial1
Silver Grove Advisory Services1
Sunbelt Securities, Inc.1
Voya Retirement Advisors, LLC1

Advisors in Celina, A to Z

CFP advisors in Celina →

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 Celina, TX?

42 investment adviser representatives are registered at firm offices in Celina, Texas, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Celina?

Tiaa-Cref Individual & Institutional Services, LLC, with 10 registered advisors in Celina, followed by LPL Financial LLC with 7.

How do I check a financial advisor in Celina?

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.