Financial ADVSR advisor directory · SEC adviser records
Beaird Harris financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Beaird Harris office in Dallas, A to Z.
14 registered advisors work at Beaird Harris in Dallas, out of 14 at the firm nationwide; it ranks number 52 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Beaird Harris advisors in Dallas, A to Z
Every Beaird Harris advisor →- Kraishylea R. AgboayeInvestment adviser rep
- Paula W. AllgoodInvestment adviser rep
- Patrick C. BeairdPersonal Financial Specialist
- Tai T. ChuCertified Financial Planner
- Joseph C. DunnCertified Financial Planner
- Donald B. HarrisInvestment adviser rep
- Stuart T. HerzogInvestment adviser rep
- Jacob B. KingCertified Financial Planner
- Steven M. LugarCertified Financial Planner
- Chase A. PerryCertified Financial Planner
- James A. Simmons Jr.Investment adviser rep
- Ronald J. SkalbergInvestment adviser rep
- Kelly A. SniderInvestment adviser rep
- Justin D. WatsonCertified Financial Planner, Personal Financial Specialist
Beaird Harris advisors in every city and state →Beaird Harris: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does Beaird Harris have in Dallas?
14 investment adviser representatives are registered at Beaird Harris offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Beaird Harris one of the largest advisor employers in Dallas?
Beaird Harris ranks number 52 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Beaird Harris 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 Beaird Harris 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.