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Financial ADVSR advisor directory · SEC adviser records

Clearpoint Wealth Management financial advisors in Colleyville, TX

Every SEC-registered investment adviser representative at a Clearpoint Wealth Management office in Colleyville, A to Z.

4 registered advisors work at Clearpoint Wealth Management in Colleyville, out of 4 at the firm nationwide; it ranks number 5 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Clearpoint Wealth Management advisors in Colleyville, A to Z

Every Clearpoint Wealth Management advisor →

Clearpoint Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Colleyville

All Colleyville advisors →

Edward Jones 19J.P. Morgan Securities LLC 7LPL Financial LLC 5Mercer Global Advisors Inc. 5Osaic Wealth, Inc. 4Cambridge Investment Research Advisors, Inc. 3Cetera Investment Advisers LLC 3Heritage Retirement Advisors, LLC 3Momentum Independent Network Inc. 3

Questions

How many financial advisors does Clearpoint Wealth Management have in Colleyville?

4 investment adviser representatives are registered at Clearpoint Wealth Management offices in Colleyville, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Clearpoint Wealth Management one of the largest advisor employers in Colleyville?

Clearpoint Wealth Management ranks number 5 in Colleyville by registered advisors; Edward Jones has the most, with 19.

How do I check a Clearpoint Wealth Management advisor in Colleyville?

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 Clearpoint Wealth Management 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.