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Financial ADVSR advisor directory · SEC adviser records

Westwood Management Corp. financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Westwood Management Corp. office in Dallas, A to Z.

The short answer

5 registered advisors work at Westwood Management Corp. in Dallas, out of 13 at the firm nationwide; it ranks number 117 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Westwood Management Corp. advisors in Dallas, A to Z

Every Westwood Management Corp. advisor →

Westwood Management Corp. advisors in every city and state →Westwood Management Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Westwood Management Corp. advisors in other cities

Houston, TX 3Crown Point, IN 1Newtown, PA 1Westport, CT 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 Westwood Management Corp. have in Dallas?

5 investment adviser representatives are registered at Westwood Management Corp. offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Westwood Management Corp. one of the largest advisor employers in Dallas?

Westwood Management Corp. ranks number 117 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

How do I check a Westwood Management Corp. 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 Westwood Management Corp. 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.