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Financial ADVSR advisor directory · SEC adviser records

Consilium Wealth Advisory, LLC financial advisors in Frisco, TX

Every SEC-registered investment adviser representative at a Consilium Wealth Advisory, LLC office in Frisco, A to Z.

4 registered advisors work at Consilium Wealth Advisory, LLC in Frisco, out of 5 at the firm nationwide; it ranks number 23 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Consilium Wealth Advisory, LLC advisors in Frisco, A to Z

Every Consilium Wealth Advisory, LLC advisor →

Consilium Wealth Advisory, LLC advisors in every city and state →Consilium Wealth Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Consilium Wealth Advisory, LLC advisors in other cities

West Linn, OR 1

Other firms in Frisco

All Frisco advisors →

Tiaa-Cref Individual & Institutional Services, LLC 167Merrill Lynch, Pierce, Fenner & Smith Incorporated 111Cain, Watters & Associates, LLC 60Wells Fargo Clearing Services, LLC 60RBC Capital Markets, LLC 28Eagle Strategies LLC 26Edward Jones 21Raymond James & Associates, Inc. 21LPL Financial LLC 19Strategic Advisers LLC 15J.P. Morgan Securities LLC 13Quadcap Wealth Management, LLC 13

Questions

How many financial advisors does Consilium Wealth Advisory, LLC have in Frisco?

4 investment adviser representatives are registered at Consilium Wealth Advisory, LLC offices in Frisco, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Consilium Wealth Advisory, LLC one of the largest advisor employers in Frisco?

Consilium Wealth Advisory, LLC ranks number 23 in Frisco by registered advisors; Tiaa-Cref Individual & Institutional Services, LLC has the most, with 167.

How do I check a Consilium Wealth Advisory, LLC 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 Consilium Wealth Advisory, LLC 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.