Financial ADVSR advisor directory · SEC adviser records
Rockefeller Financial LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Rockefeller Financial LLC office in Dallas, A to Z.
78 registered advisors work at Rockefeller Financial LLC in Dallas, out of 998 at the firm nationwide; it ranks number 8 in the city by advisors. 10 list the CFP designation and 77 are also registered broker representatives.
Rockefeller Financial LLC advisors in Dallas, A to Z
Every Rockefeller Financial LLC advisor →- Arthur G. Alexander Jr.Also a broker rep
- Jeffrey S. AndersonCertified Financial Planner · Also a broker rep
- Michael R. ArmondoCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Matthew A. AshleyAlso a broker rep
- James C. Aughenbaugh IIAlso a broker rep
- Ryan E. BarcenaAlso a broker rep
- John A. BazanAlso a broker rep
- Natalie BerryAlso a broker rep
- Heather L. BrownAlso a broker rep
- John CiaramitaroAlso a broker rep
- Brenda J. CyprianAlso a broker rep
- Gerald W. Dahlander IIAlso a broker rep
- Robert E. DentonAlso a broker rep
- Alethia DixonAlso a broker rep
- Brice Eber-MorrisAlso a broker rep
- Caleb J. EnninAlso a broker rep
- Nolan R. FeeneyAlso a broker rep
- Mary Kathryn S. FitzpatrickAlso a broker rep
- Mark C. French Jr.Also a broker rep
- Madison V. FriedmanAlso a broker rep
- Jorge A. GarciaAlso a broker rep
- Jasmit K. GillAlso a broker rep
- Latisha D. Hagler BickelAlso a broker rep
- Andrea N. IslasAlso a broker rep
- Barry M. JohnsonAlso a broker rep
- Anna KellyCertified Financial Planner · Also a broker rep
- Pamela M. KingAlso a broker rep
- Diana R. Kleper-GilkesAlso a broker rep
- Nicole C. KorenskyAlso a broker rep
- Hunter S. KralAlso a broker rep
- Kevin R. KurtzCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Alexander C. LadageAlso a broker rep
- Patricia L. LawyerAlso a broker rep
- James M. MarkleyAlso a broker rep
- Liam McCarthyAlso a broker rep
- Ann M. McClainAlso a broker rep
- Kerry A. McGauranAlso a broker rep
- Patrick McGovernAlso a broker rep
- John H. McManusAlso a broker rep
- Glenn E. MealeyAlso a broker rep
- Megan T. MilesAlso a broker rep
- Patrick L. Moore IIAlso a broker rep
- Shawn D. MooreCertified Financial Planner · Also a broker rep
- Malia S. MoralesAlso a broker rep
- Peter I. I. MyersAlso a broker rep
- Alexander R. NorathCertified Financial Planner
- Hope A. OliverAlso a broker rep
- Kevin S. ParrillCertified Financial Planner · Also a broker rep
- Melinda J. PerryAlso a broker rep
- Robyn R. Petty-GreerAlso a broker rep
- Vivian P. PhanAlso a broker rep
- Darios S. Powers IIAlso a broker rep
- Darrel G. PrestonAlso a broker rep
- Nancy E. PultzAlso a broker rep
- William C. Reed IIIAlso a broker rep
- Greg RhodesAlso a broker rep
- Katelyn RobertsAlso a broker rep
- Noah A. RubinsteinAlso a broker rep
- James D. SandfortCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Austin SchornAlso a broker rep
- Paulina SchwarzbeckAlso a broker rep
- Ehrynn S. ShephardAlso a broker rep
- David B. SmithAlso a broker rep
- David L. SmithAlso a broker rep
- Henry D. SmithAlso a broker rep
- Andrew SwedlundCertified Financial Planner · Also a broker rep
- Rusty TallyAlso a broker rep
- Richard D. Thome Jr.Also a broker rep
- Kerese K. TrailleAlso a broker rep
- Chloe TramontanoAlso a broker rep
- Michael A. TramontanoAlso a broker rep
- John H. TylerAlso a broker rep
- Grace UpshawAlso a broker rep
- Cole T. VerhulstAlso a broker rep
- Celine J. WaxhamAlso a broker rep
- Timothy P. WhiteCertified Financial Planner · Also a broker rep
- Molly WilliamsAlso a broker rep
- Debra L. YoungAlso a broker rep
Rockefeller Financial LLC advisors in every city and state →Rockefeller Financial LLC: assets, clients and custodians →Rockefeller news and advisor moves →Advisor Moves: who changed firms this week →
Rockefeller Financial LLC advisors in other cities
New York, NY 164Atlanta, GA 143Los Angeles, CA 106Chicago, IL 95Florham Park, NJ 80Saratoga Springs, NY 25San Francisco, CA 22Charlotte, NC 16Hamilton, NJ 15Cincinnati, OH 12Houston, TX 12Stamford, CT 12Grand Rapids, MI 10Boca Raton, FL 9San Antonio, TX 9
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 83LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68Level Four Advisory Services 59
Questions
How many financial advisors does Rockefeller Financial LLC have in Dallas?
78 investment adviser representatives are registered at Rockefeller Financial LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 998 nationwide. 10 list the CFP designation and 77 are also registered as broker representatives.
Is Rockefeller Financial LLC one of the largest advisor employers in Dallas?
Rockefeller Financial LLC ranks number 8 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Rockefeller Financial 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 Rockefeller Financial 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.