Financial ADVSR advisor directory · SEC adviser records
Texas Capital Bank Private Wealth Advisors financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Texas Capital Bank Private Wealth Advisors office in Dallas, A to Z.
The short answer
41 registered advisors work at Texas Capital Bank Private Wealth Advisors in Dallas, out of 52 at the firm nationwide; it ranks number 25 in the city by advisors. 4 list the CFP designation and 17 are also registered broker representatives.
Texas Capital Bank Private Wealth Advisors advisors in Dallas, A to Z
Every Texas Capital Bank Private Wealth Advisors advisor →- Eric M. AplisInvestment adviser rep
- Nicholas J. ArmatoAlso a broker rep
- James M. BrownInvestment adviser rep
- John H. BryantInvestment adviser rep
- Margaret P. CappellInvestment adviser rep
- Cortlan D. CastleAlso a broker rep
- Anne W. CozadInvestment adviser rep
- Harris DankbergInvestment adviser rep
- Luca M. DennisonInvestment adviser rep
- Brandon R. DinsmoreAlso a broker rep
- Imaan A. DozeInvestment adviser rep
- Christian A. DuaineAlso a broker rep
- Jarvis I. ErvinInvestment adviser rep
- Henry W. FisherInvestment adviser rep
- Brandon C. HassenfratzInvestment adviser rep
- Neal A. HiettCertified Financial Planner · Also a broker rep
- Mitchell C. HubbardInvestment adviser rep
- Eric F. HydenCertified Financial Planner · Also a broker rep
- Bryan P. KucholtzAlso a broker rep
- Casey W. MasonAlso a broker rep
- Bradley S. MayerCertified Financial Planner · Also a broker rep
- Yadira E. MedinaInvestment adviser rep
- Leonel MentadoInvestment adviser rep
- James S. OrrChartered Financial Analyst
- Diego A. PatinoCertified Financial Planner · Also a broker rep
- Andrew S. PennywellInvestment adviser rep
- Andrew S. PlambeckInvestment adviser rep
- Robert J. RileyInvestment adviser rep
- Mark F. RodgersAlso a broker rep
- Joshua B. RollinsInvestment adviser rep
- Hailee B. RutledgeInvestment adviser rep
- Henderson StockerInvestment adviser rep
- Alfonso P. TadeoAlso a broker rep
- Robin C. ThigpinAlso a broker rep
- Beverly E. TittleAlso a broker rep
- William R. WagnerInvestment adviser rep
- James A. WeningAlso a broker rep
- Hayden L. WilliamsInvestment adviser rep
- Christopher WoodsAlso a broker rep
- Gregory G. YokumInvestment adviser rep
- Joseph Zorn Jr.Also a broker rep
Texas Capital Bank Private Wealth Advisors advisors in every city and state →Texas Capital Bank Private Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Texas Capital Bank Private Wealth Advisors advisors in other cities
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 Texas Capital Bank Private Wealth Advisors have in Dallas?
41 investment adviser representatives are registered at Texas Capital Bank Private Wealth Advisors offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 52 nationwide. 4 list the CFP designation and 17 are also registered as broker representatives.
Is Texas Capital Bank Private Wealth Advisors one of the largest advisor employers in Dallas?
Texas Capital Bank Private Wealth Advisors ranks number 25 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Texas Capital Bank Private Wealth 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 Texas Capital Bank Private Wealth 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.