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Financial ADVSR advisor directory · SEC adviser records

Atlas financial advisors in Frisco, TX

Every SEC-registered investment adviser representative at a Atlas office in Frisco, A to Z.

2 registered advisors work at Atlas in Frisco, out of 6 at the firm nationwide; it ranks number 27 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Atlas advisors in Frisco, A to Z

Every Atlas advisor →

Atlas advisors in every city and state →Atlas: assets, clients and custodians →Advisor Moves: who changed firms this week →

Atlas advisors in other cities

El Segundo, CA 1Wellington, FL 1West Palm Beach, FL 1Wynnewood, PA 1

Other firms in Frisco

All Frisco advisors →

Tiaa-Cref Individual & Institutional Services, LLC 181Merrill Lynch, Pierce, Fenner & Smith Incorporated 114Wells Fargo Clearing Services, LLC 66Cain, Watters & Associates, LLC 60Eagle Strategies LLC 27RBC Capital Markets, LLC 27Edward Jones 24LPL Financial LLC 21Raymond James & Associates, Inc. 21Strategic Advisers LLC 19J.P. Morgan Securities LLC 14Quadcap Wealth Management, LLC 13

Questions

How many financial advisors does Atlas have in Frisco?

2 investment adviser representatives are registered at Atlas offices in Frisco, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Atlas one of the largest advisor employers in Frisco?

Atlas ranks number 27 in Frisco by registered advisors; Tiaa-Cref Individual & Institutional Services, LLC has the most, with 181.

How do I check a Atlas advisor in Frisco?

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 Atlas 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.