Financial ADVSR advisor directory · SEC adviser records
Ascentis Independent Advisors, LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Ascentis Independent Advisors, LLC office in Dallas, A to Z.
The short answer
16 registered advisors work at Ascentis Independent Advisors, LLC in Dallas, out of 44 at the firm nationwide; it ranks number 50 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
Ascentis Independent Advisors, LLC advisors in Dallas, A to Z
Every Ascentis Independent Advisors, LLC advisor →- Catherine G. BaileyInvestment adviser rep
- William D. ByfordInvestment adviser rep
- Daniel R. CatoneInvestment adviser rep
- Matthew T. CatoneInvestment adviser rep
- Jeffrey J. CismoskiCertified Financial Planner
- Justin G. DavisCertified Financial Planner · Also a broker rep
- Sean D. DuffyAlso a broker rep
- Jody D. HowardAlso a broker rep
- Patrick M. Jeffs-CatoneAlso a broker rep
- Joseph C. LearyInvestment adviser rep
- David E. LeightonInvestment adviser rep
- Benjamin J. MarshallCertified Financial Planner
- John J. MarvinAlso a broker rep
- John E. NahasInvestment adviser rep
- John R. YoungInvestment adviser rep
- Kelli A. YoungChartered Financial Consultant
Ascentis Independent Advisors, LLC advisors in every city and state →Ascentis Independent Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ascentis Independent Advisors, LLC advisors in other cities
Bemidji, MN 3Fresno, CA 3Fort Collins, CO 2Bountiful, UT 1Charlotte, NC 1Denver, CO 1Grand Rapids, MN 1Lafayette, CA 1Laguna Niguel, CA 1Las Cruces, NM 1Modesto, CA 1Newport Beach, CA 1North Bend, WA 1Osprey, FL 1Richmond, UT 1
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65
Questions
How many financial advisors does Ascentis Independent Advisors, LLC have in Dallas?
16 investment adviser representatives are registered at Ascentis Independent Advisors, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 44 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is Ascentis Independent Advisors, LLC one of the largest advisor employers in Dallas?
Ascentis Independent Advisors, LLC ranks number 50 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Ascentis Independent Advisors, LLC advisor in Dallas?
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 Ascentis Independent Advisors, 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.