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Financial ADVSR advisor directory · SEC adviser records

Corient financial advisors in Frisco, TX

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

4 registered advisors work at Corient in Frisco, out of 655 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Corient advisors in Frisco, A to Z

Every Corient advisor →

Corient advisors in every city and state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →

Corient advisors in other cities

New York, NY 62Chicago, IL 59Dallas, TX 49Houston, TX 40San Diego, CA 29Boston, MA 28Seattle, WA 28Morristown, NJ 27Columbus, OH 22San Francisco, CA 22Itasca, IL 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17

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 Corient have in Frisco?

4 investment adviser representatives are registered at Corient offices in Frisco, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Corient one of the largest advisor employers in Frisco?

Corient ranks number 24 in Frisco by registered advisors; Tiaa-Cref Individual & Institutional Services, LLC has the most, with 167.

How do I check a Corient 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 Corient 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.