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Financial ADVSR advisor directory · SEC adviser records

Abundo Wealth financial advisors in Houston, TX

Every SEC-registered investment adviser representative at a Abundo Wealth office in Houston, A to Z.

The short answer

8 registered advisors work at Abundo Wealth in Houston, out of 13 at the firm nationwide; it ranks number 124 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Abundo Wealth advisors in Houston, A to Z

Every Abundo Wealth advisor →

Abundo Wealth advisors in every city and state →Abundo Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Abundo Wealth advisors in other cities

Manchester, NH 1Morton, IL 1New York, NY 1Pawtucket, RI 1Seattle, WA 1

Other firms in Houston

All Houston advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76

Questions

How many financial advisors does Abundo Wealth have in Houston?

8 investment adviser representatives are registered at Abundo Wealth offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Abundo Wealth one of the largest advisor employers in Houston?

Abundo Wealth ranks number 124 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

How do I check a Abundo Wealth advisor in Houston?

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 Abundo Wealth 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.