Financial ADVSR advisor directory · SEC adviser records
Quotient Wealth Partners, LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Quotient Wealth Partners, LLC office in Dallas, A to Z.
The short answer
18 registered advisors work at Quotient Wealth Partners, LLC in Dallas, out of 31 at the firm nationwide; it ranks number 48 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Quotient Wealth Partners, LLC advisors in Dallas, A to Z
Every Quotient Wealth Partners, LLC advisor →- Sean M. AlfordCertified Financial Planner
- Matthew A. BennettCertified Financial Planner
- Aidan J. BonnerInvestment adviser rep
- Craig S. DamicoInvestment adviser rep
- Brady C. DavisInvestment adviser rep
- Matthew T. DavisCertified Financial Planner
- Colin S. FaulkCertified Financial Planner
- Timothy R. HarderInvestment adviser rep
- Markham R. HawkinsInvestment adviser rep
- Larry D. JacksonInvestment adviser rep
- Aidan F. JahnkeInvestment adviser rep
- Christopher R. MohringCertified Financial Planner
- Chase M. MoodyInvestment adviser rep
- Ross A. MorrowInvestment adviser rep
- Shai M. Spiegel BrownInvestment adviser rep
- John L. VaclavikCertified Financial Planner
- Brian R. WeatherlyCertified Financial Planner
- Kevin J. WilsonInvestment adviser rep
Quotient Wealth Partners, LLC advisors in every city and state →Quotient Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Quotient Wealth Partners, LLC advisors in other cities
Highlands Ranch, CO 5Houston, TX 4Morristown, NJ 1San Antonio, TX 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 Quotient Wealth Partners, LLC have in Dallas?
18 investment adviser representatives are registered at Quotient Wealth Partners, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 31 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Quotient Wealth Partners, LLC one of the largest advisor employers in Dallas?
Quotient Wealth Partners, LLC ranks number 48 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Quotient Wealth Partners, 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 Quotient Wealth Partners, 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.