Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Heath, TX
Every SEC-registered investment adviser representative at a firm office in Heath, with the firms that employ the most of them.
10 registered advisors work in Heath; the most are at Edward Jones (2). 3 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Heath
| Firm | Advisors in Heath |
|---|---|
| Edward Jones news | 2 |
| Advisor Resource Council | 1 |
| Benefit Financial Services Group | 1 |
| Invesco Advisers, Inc. | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Osaic Wealth, Inc. news | 1 |
| Pro:act Capital Management | 1 |
| Shepherd Advisory LLC | 1 |
| Spc | 1 |
Advisors in Heath, A to Z
CFP advisors in Heath →- John C. CampbellBenefit Financial Services Group
- Scott R. CarpenterPro:act Capital Management
- Nicholas CasonJ.P. Morgan Securities LLC · Certified Financial Planner
- Ashley R. HaverlyInvesco Advisers, Inc.
- Wesley A. OliverEdward Jones
- Jill H. SlaytonOsaic Wealth, Inc. · Certified Financial Planner
- Jacob C. WadeShepherd Advisory LLC
- Michael H. WarrenEdward Jones
- James C. WebbAdvisor Resource Council · Certified Financial Planner
- Joel W. WilliamsSpc
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 Heath, TX?
10 investment adviser representatives are registered at firm offices in Heath, Texas, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Heath?
Edward Jones, with 2 registered advisors in Heath, followed by Advisor Resource Council with 1.
How do I check a financial advisor in Heath?
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.