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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fredericksburg, TX

Every SEC-registered investment adviser representative at a firm office in Fredericksburg, with the firms that employ the most of them.

The short answer

36 registered advisors work in Fredericksburg; the most are at Edward Jones (9). 2 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Fredericksburg

FirmAdvisors in Fredericksburg
Edward Jones news9
LPL Financial LLC news6
Ssb&T Wealth Management, LLC4
J.P. Morgan Securities LLC news3
Osaic Wealth, Inc. news2
Raymond James Financial Services Advisors, Inc. news2
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
Frost Investment Services1
Kestra Advisory Services, LLC news1
Noble Investors LLC1
Precedent Wealth Partners, LLC1
Private Group Wealth Management, LLC1
Sansoterra Group LLC1
Strategic Advisers LLC1
Strategic Financial Concepts, LLC1

Advisors in Fredericksburg, A to Z

CFP advisors in Fredericksburg →

Other cities in Texas

All of Texas →

Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139

Questions

How many financial advisors are in Fredericksburg, TX?

36 investment adviser representatives are registered at firm offices in Fredericksburg, Texas, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Fredericksburg?

Edward Jones, with 9 registered advisors in Fredericksburg, followed by LPL Financial LLC with 6.

How do I check a financial advisor in Fredericksburg?

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.