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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Dallas, TX

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

4 registered advisors work at Cetera Planning Partners in Dallas, out of 309 at the firm nationwide; it ranks number 118 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Cetera Planning Partners advisors in Dallas, A to Z

Every Cetera Planning Partners advisor →

Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners advisors in other cities

Leawood, KS 35Dubuque, IA 20Lafayette, LA 20Rapid City, SD 7Seven Fields, PA 7Houston, TX 6Parsippany, NJ 6Algona, IA 5Cranford, NJ 5Evansville, IN 5Danville, CA 4El Segundo, CA 4Greensboro, NC 4Indianapolis, IN 4Louisville, KY 4

Other firms in Dallas

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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 Cetera Planning Partners have in Dallas?

4 investment adviser representatives are registered at Cetera Planning Partners offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Cetera Planning Partners one of the largest advisor employers in Dallas?

Cetera Planning Partners ranks number 118 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

How do I check a Cetera Planning Partners 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 Cetera Planning Partners 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.