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Financial ADVSR advisor directory · SEC adviser records

Flourish Financial Planning financial advisors in Grapevine, TX

Every SEC-registered investment adviser representative at a Flourish Financial Planning office in Grapevine, A to Z.

The short answer

3 registered advisors work at Flourish Financial Planning in Grapevine, out of 3 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Flourish Financial Planning advisors in Grapevine, A to Z

Every Flourish Financial Planning advisor →

Flourish Financial Planning advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Grapevine

All Grapevine advisors →

Strategic Advisers LLC 38Ameriprise Financial Services, LLC 5Edward Jones 5Cetera Investment Advisers LLC 4LPL Financial LLC 4Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Flourish Financial Planning have in Grapevine?

3 investment adviser representatives are registered at Flourish Financial Planning offices in Grapevine, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Flourish Financial Planning one of the largest advisor employers in Grapevine?

Flourish Financial Planning ranks number 6 in Grapevine by registered advisors; Strategic Advisers LLC has the most, with 38.

How do I check a Flourish Financial Planning advisor in Grapevine?

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 Flourish Financial Planning 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.