Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Greenville, TX
Every SEC-registered investment adviser representative at a firm office in Greenville, with the firms that employ the most of them.
The short answer
18 registered advisors work in Greenville; the most are at Edward Jones (8). 4 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Greenville
| Firm | Advisors in Greenville |
|---|---|
| Edward Jones news | 8 |
| State Farm Investment Management Corp. | 3 |
| Charles Schwab & Co., Inc. news | 2 |
| Blue Monarch Financial Inc. | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Financial Lifestyle Management | 1 |
| First Advisors National, LLC | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
Advisors in Greenville, A to Z
CFP advisors in Greenville →- Dylan AllensworthEdward Jones
- Richard A. FertigBlue Monarch Financial Inc.
- Andrew D. GarnerEdward Jones · Certified Financial Planner
- Maria G. HagamanEdward Jones
- Michael E. HallState Farm Investment Management Corp.
- Matthew L. JonesCharles Schwab & Co., Inc.
- Joseph E. KillgoreCharles Schwab & Co., Inc. · Certified Financial Planner
- Joseph C. LakeEdward Jones
- Eric E. ManskeyEdward Jones · Certified Financial Planner
- Billy R. MillerEdward Jones
- Larry D. MoneyCetera Investment Advisers LLC
- Susan N. MulkeyState Farm Investment Management Corp.
- Penni L. PerkinsState Farm Investment Management Corp. · Chartered Financial Consultant
- Joshua ReehMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kathryn M. RidgeFirst Advisors National, LLC
- Dustin R. SmithEdward Jones
- Nicky D. Sprowls Jr.Edward Jones
- Victoria L. WardFinancial Lifestyle Management · Certified Financial Planner
Other cities in Texas
All of Texas →Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139
Questions
How many financial advisors are in Greenville, TX?
18 investment adviser representatives are registered at firm offices in Greenville, Texas, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Greenville?
Edward Jones, with 8 registered advisors in Greenville, followed by State Farm Investment Management Corp. with 3.
How do I check a financial advisor in Greenville?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.