Financial ADVSR advisor directory · SEC adviser records
True North Advisors, LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a True North Advisors, LLC office in Dallas, A to Z.
The short answer
20 registered advisors work at True North Advisors, LLC in Dallas, out of 26 at the firm nationwide; it ranks number 43 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
True North Advisors, LLC advisors in Dallas, A to Z
Every True North Advisors, LLC advisor →- Michael J. AndersonCertified Financial Planner
- Colin J. BindnerCertified Financial Planner
- Matthew C. BorowskiInvestment adviser rep
- Caleb A. BrianCertified Financial Planner
- Braden R. ColeChartered Financial Analyst
- Christopher H. ConlanChartered Financial Analyst
- Kellie L. CrewseInvestment adviser rep
- Trevor R. DunfeeCertified Financial Planner
- Mark H. GehlbachInvestment adviser rep
- Charles F. Hall Jr.Investment adviser rep
- Marcus J. HamInvestment adviser rep
- Anna M. HamiltonCertified Financial Planner
- Brett D. HooverInvestment adviser rep
- Dhruv ManiktalaChartered Financial Analyst
- Royce W. MedlinChartered Financial Analyst
- Matt L. PedenChartered Financial Analyst
- Ivan SalazarCertified Financial Planner
- Scott SkrockiCertified Financial Planner
- Mark S. WalshInvestment adviser rep
- Scott A. WoodInvestment adviser rep
True North Advisors, LLC advisors in every city and state →True North Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
True North Advisors, LLC advisors in other cities
Fort Worth, TX 2Austin, TX 1Danville, CA 1Ft. Worth, TX 1Kerrville, TX 1
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 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does True North Advisors, LLC have in Dallas?
20 investment adviser representatives are registered at True North Advisors, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 26 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is True North Advisors, LLC one of the largest advisor employers in Dallas?
True North Advisors, LLC ranks number 43 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a True North Advisors, 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 True North Advisors, 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.