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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Frisco, TX

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

3 registered advisors work at Capital Analysts in Frisco, out of 585 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Capital Analysts advisors in Frisco, A to Z

Every Capital Analysts advisor →

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

Capital Analysts advisors in other cities

Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8

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 Capital Analysts have in Frisco?

3 investment adviser representatives are registered at Capital Analysts offices in Frisco, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Capital Analysts one of the largest advisor employers in Frisco?

Capital Analysts ranks number 28 in Frisco by registered advisors; Tiaa-Cref Individual & Institutional Services, LLC has the most, with 181.

How do I check a Capital Analysts 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 Capital Analysts 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.