Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Forney, TX
Every SEC-registered investment adviser representative at a firm office in Forney, with the firms that employ the most of them.
14 registered advisors work in Forney; the most are at Edward Jones (2). 2 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Forney
Advisors in Forney, A to Z
CFP advisors in Forney →- Richmond AgyekumTiaa-Cref Individual & Institutional Services, LLC
- John M. CanadaBusiness Blocks 101, Inc. · Chartered Financial Consultant
- Tasha N. CunninghamEdward Jones
- Rekeveia DabneyEmpower Advisory Group, LLC
- Rebecca D. HallmanRockefeller Financial LLC
- Jason HutchisonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Fay R. Keane-HeadleyEdward Jones · Certified Financial Planner
- Nkiruka Lazz-OnyenobiHightower Advisors, LLC
- Russell E. ShaulState Farm Investment Management Corp.
- Fung-Tien ShiaUBS Financial Services Inc. · Chartered Financial Analyst
- Richard T. Smith Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Mitchell L. TebonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cameron WhitesideStrategic Advisers LLC
- Antione D. WillisStrategic Advisers LLC
Other cities in Texas
All of Texas →Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140
Questions
How many financial advisors are in Forney, TX?
14 investment adviser representatives are registered at firm offices in Forney, Texas, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Forney?
Edward Jones, with 2 registered advisors in Forney, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.
How do I check a financial advisor in Forney?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.