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Financial ADVSR advisor directory · SEC adviser records

Castleview Partners, LLC financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Castleview Partners, LLC office in Dallas, A to Z.

3 registered advisors work at Castleview Partners, LLC in Dallas, out of 10 at the firm nationwide; it ranks number 146 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Castleview Partners, LLC advisors in Dallas, A to Z

Every Castleview Partners, LLC advisor →

Castleview Partners, LLC advisors in every city and state →Castleview Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Castleview Partners, LLC advisors in other cities

Coral Gables, FL 3Plano, TX 3Little Rock, AR 1

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 Castleview Partners, LLC have in Dallas?

3 investment adviser representatives are registered at Castleview Partners, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Castleview Partners, LLC one of the largest advisor employers in Dallas?

Castleview Partners, LLC ranks number 146 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

How do I check a Castleview Partners, 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 Castleview Partners, 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.