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Financial ADVSR advisor directory · SEC adviser records

Optas, LLC financial advisors in Dripping Springs, TX

Every SEC-registered investment adviser representative at a Optas, LLC office in Dripping Springs, A to Z.

5 registered advisors work at Optas, LLC in Dripping Springs, out of 5 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Optas, LLC advisors in Dripping Springs, A to Z

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Other firms in Dripping Springs

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Edward Jones 5

Questions

How many financial advisors does Optas, LLC have in Dripping Springs?

5 investment adviser representatives are registered at Optas, LLC offices in Dripping Springs, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Optas, LLC one of the largest advisor employers in Dripping Springs?

Optas, LLC ranks number 2 in Dripping Springs by registered advisors; Edward Jones has the most, with 5.

How do I check a Optas, LLC advisor in Dripping Springs?

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 Optas, 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.