Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Dallas, A to Z.
The short answer
12 registered advisors work at Edelman Financial Engines in Dallas, out of 650 at the firm nationwide; it ranks number 58 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Dallas, A to Z
Every Edelman Financial Engines advisor →- Matthew J. AlmaguerInvestment adviser rep
- Lori S. BensingInvestment adviser rep
- Johnathan A. CherryCertified Financial Planner
- Daniel A. EinsteinInvestment adviser rep
- Garrett I. GalberachInvestment adviser rep
- Chase M. GormanCertified Financial Planner
- Eric KalmikoffInvestment adviser rep
- Bryan J. NordinInvestment adviser rep
- Christopher J. SisonInvestment adviser rep
- Matthew C. UlrickCertified Financial Planner
- James W. WestInvestment adviser rep
- Marious D. YanchesonInvestment adviser rep
Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edelman Financial Engines advisors in other cities
Fairfax, VA 65Phoenix, AZ 45Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6Houston, TX 6
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 Edelman Financial Engines have in Dallas?
12 investment adviser representatives are registered at Edelman Financial Engines offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Dallas?
Edelman Financial Engines ranks number 58 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Edelman Financial Engines 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 Edelman Financial Engines 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.