Financial ADVSR advisor directory · SEC adviser records
Fireside Capital Advisors financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Fireside Capital Advisors office in Dallas, A to Z.
4 registered advisors work at Fireside Capital Advisors in Dallas, out of 4 at the firm nationwide; it ranks number 125 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Fireside Capital Advisors advisors in Dallas, A to Z
Every Fireside Capital Advisors advisor →- Timothy L. DwightChartered Financial Analyst
- Joseph S. Penner Jr.Investment adviser rep
- Rebecca J. WynneInvestment adviser rep
- Jordan T. YoungInvestment adviser rep
Fireside Capital Advisors advisors in every city and state →Fireside Capital Advisors: 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 Fireside Capital Advisors have in Dallas?
4 investment adviser representatives are registered at Fireside Capital Advisors offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Fireside Capital Advisors one of the largest advisor employers in Dallas?
Fireside Capital Advisors ranks number 125 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Fireside Capital Advisors 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 Fireside Capital Advisors 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.