Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Heartland, TX
Every SEC-registered investment adviser representative at a firm office in Heartland, with the firms that employ the most of them.
1 registered advisors work in Heartland; the most are at Kestra Advisory Services, LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.
Firms with the most advisors in Heartland
| Firm | Advisors in Heartland |
|---|---|
| Kestra Advisory Services, LLC news | 1 |
Advisors in Heartland, A to Z
Search all of Texas →- Tamaris ConkletonKestra Advisory Services, LLC
Other cities in Texas
All of Texas →Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140
Questions
How many financial advisors are in Heartland, TX?
1 investment adviser representatives are registered at firm offices in Heartland, Texas, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Heartland?
Kestra Advisory Services, LLC, with 1 registered advisors in Heartland.
How do I check a financial advisor in Heartland?
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.