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Financial ADVSR advisor directory · SEC adviser records

Dallas Financial Advisors, LLC financial advisors in Dallas, TX

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

The short answer

4 registered advisors work at Dallas Financial Advisors, LLC in Dallas, out of 4 at the firm nationwide; it ranks number 150 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Dallas Financial Advisors, LLC advisors in Dallas, A to Z

Every Dallas Financial Advisors, LLC advisor →

Dallas Financial Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

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 Dallas Financial Advisors, LLC have in Dallas?

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

Is Dallas Financial Advisors, LLC one of the largest advisor employers in Dallas?

Dallas Financial Advisors, LLC ranks number 150 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

How do I check a Dallas Financial 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 Dallas Financial 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.