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Financial ADVSR advisor directory · SEC adviser records

Promus Advisors financial advisors in Dallas, TX

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

The short answer

4 registered advisors work at Promus Advisors in Dallas, out of 4 at the firm nationwide; it ranks number 139 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Promus Advisors advisors in Dallas, A to Z

Every Promus Advisors advisor →

Promus Advisors advisors in every city and state →Promus 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 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 Promus Advisors have in Dallas?

4 investment adviser representatives are registered at Promus Advisors offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Promus Advisors one of the largest advisor employers in Dallas?

Promus Advisors ranks number 139 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

How do I check a Promus 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 Promus 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.