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Financial ADVSR advisor directory · SEC adviser records

Moffatt Financial Strategies financial advisors in Fort Worth, TX

Every SEC-registered investment adviser representative at a Moffatt Financial Strategies office in Fort Worth, A to Z.

The short answer

3 registered advisors work at Moffatt Financial Strategies in Fort Worth, out of 3 at the firm nationwide; it ranks number 61 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Moffatt Financial Strategies advisors in Fort Worth, A to Z

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Other firms in Fort Worth

All Fort Worth advisors →

First Command Advisory Services 391Merrill Lynch, Pierce, Fenner & Smith Incorporated 169Strategic Advisers LLC 134Wells Fargo Clearing Services, LLC 117J.P. Morgan Securities LLC 86LPL Financial LLC 45Morgan Stanley 35Ameriprise Financial Services, LLC 33Edward Jones 31Equitable Advisors, LLC 31Luther King Capital Management Corporation 29Raymond James & Associates, Inc. 28

Questions

How many financial advisors does Moffatt Financial Strategies have in Fort Worth?

3 investment adviser representatives are registered at Moffatt Financial Strategies offices in Fort Worth, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Moffatt Financial Strategies one of the largest advisor employers in Fort Worth?

Moffatt Financial Strategies ranks number 61 in Fort Worth by registered advisors; First Command Advisory Services has the most, with 391.

How do I check a Moffatt Financial Strategies advisor in Fort Worth?

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 Moffatt Financial Strategies 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.