Financial ADVSR advisor directory · SEC adviser records
Ieq Capital, LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Ieq Capital, LLC office in Dallas, A to Z.
The short answer
9 registered advisors work at Ieq Capital, LLC in Dallas, out of 175 at the firm nationwide; it ranks number 73 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Ieq Capital, LLC advisors in Dallas, A to Z
Every Ieq Capital, LLC advisor →- Reed P. BaileyInvestment adviser rep
- Brendan P. CaseyInvestment adviser rep
- John HamlinInvestment adviser rep
- Kade MerrillInvestment adviser rep
- Drew B. NormanCertified Financial Planner
- Jennifer H. O'NealInvestment adviser rep
- Melanie R. RahillyInvestment adviser rep
- Katherine TallettInvestment adviser rep
- Henry A. WoodruffInvestment adviser rep
Ieq Capital, LLC advisors in every city and state →Ieq Capital, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ieq Capital, LLC advisors in other cities
Foster City, CA 104San Francisco, CA 27Los Angeles, CA 20Boston, MA 5New York, NY 4Atlanta, GA 2Austin, TX 1Blue Bell, PA 1Hermosa Beach, CA 1Nashville, TN 1Newport Beach, CA 1
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 Ieq Capital, LLC have in Dallas?
9 investment adviser representatives are registered at Ieq Capital, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 175 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Ieq Capital, LLC one of the largest advisor employers in Dallas?
Ieq Capital, LLC ranks number 73 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Ieq Capital, 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 Ieq Capital, 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.