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Tolleson Private Wealth Management financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Tolleson Private Wealth Management office in Dallas, A to Z.
The short answer
29 registered advisors work at Tolleson Private Wealth Management in Dallas, out of 29 at the firm nationwide; it ranks number 33 in the city by advisors. 14 list the CFP designation and 0 are also registered broker representatives.
Tolleson Private Wealth Management advisors in Dallas, A to Z
Every Tolleson Private Wealth Management advisor →- Peter R. BaldwinCertified Financial Planner
- Kara F. BulhonCertified Financial Planner
- Peter C. ChilianInvestment adviser rep
- Susan G. ClaycombeInvestment adviser rep
- Joshua J. CouryChartered Financial Analyst
- Montana G. DawleyCertified Financial Planner
- Jeffrey K. DunnCertified Financial Planner
- Marianna G. FifeCertified Financial Planner
- Christine M. FinnInvestment adviser rep
- Keaton G. JonesCertified Financial Planner
- Mackenzie D. LeblancChartered Financial Analyst
- Lori C. LindleyInvestment adviser rep
- Mary V. MartinCertified Financial Planner
- Blake W. MastersonCertified Financial Planner
- Shiv S. PatelCertified Financial Planner
- Courtney P. PreglerInvestment adviser rep
- Andrew N. PuryearChartered Financial Analyst
- Alexandra C. ReederCertified Financial Planner
- Hugh C. SeligmanInvestment adviser rep
- Kolby W. SneathernInvestment adviser rep
- Pallavi SrivastavaInvestment adviser rep
- Timothy M. StobaughChartered Financial Analyst
- Patrick Strollo IIIChartered Financial Analyst
- Peter J. SuberlakInvestment adviser rep
- Jessica E. TaylorCertified Financial Planner
- Michael R. WagnerInvestment adviser rep
- Jared F. WilliamsCertified Financial Planner
- Lauren A. WilliamsonCertified Financial Planner
- Brent A. YoungCertified Financial Planner, Chartered Financial Analyst
Tolleson Private Wealth Management advisors in every city and state →Tolleson Private Wealth Management: 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 Tolleson Private Wealth Management have in Dallas?
29 investment adviser representatives are registered at Tolleson Private Wealth Management offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 29 nationwide. 14 list the CFP designation and 0 are also registered as broker representatives.
Is Tolleson Private Wealth Management one of the largest advisor employers in Dallas?
Tolleson Private Wealth Management ranks number 33 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Tolleson Private Wealth Management 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 Tolleson Private Wealth Management 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.