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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Helotes, TX

Every SEC-registered investment adviser representative at a firm office in Helotes, with the firms that employ the most of them.

The short answer

22 registered advisors work in Helotes; the most are at Capital Client Group, Inc. (3). 5 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Helotes

FirmAdvisors in Helotes
Capital Client Group, Inc.3
Edward Jones news3
State Farm Investment Management Corp.3
Edwards Financial & Insurance Services2
Raymond James Financial Services Advisors, Inc. news2
Strategic Advisers LLC2
Ameriprise Financial Services, LLC news1
Captrust news1
Cetera Investment Advisers LLC news1
Charles Schwab & Co., Inc. news1
Equitable Advisors, LLC news1
Osaic Wealth, Inc. news1
Scamardo Financial LLC1
Schwab Wealth Advisory, Inc. news1

Advisors in Helotes, A to Z

CFP advisors in Helotes →

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 Helotes, TX?

22 investment adviser representatives are registered at firm offices in Helotes, Texas, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Helotes?

Capital Client Group, Inc., with 3 registered advisors in Helotes, followed by Edward Jones with 3.

How do I check a financial advisor in Helotes?

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.