Financial ADVSR advisor directory · SEC adviser records
Allworth Financial, L.P. financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Allworth Financial, L.P. office in Houston, A to Z.
The short answer
6 registered advisors work at Allworth Financial, L.P. in Houston, out of 285 at the firm nationwide; it ranks number 173 in the city by advisors. 4 list the CFP designation and 6 are also registered broker representatives.
Allworth Financial, L.P. advisors in Houston, A to Z
Every Allworth Financial, L.P. advisor →- Paul A. CulbertsonCertified Financial Planner · Also a broker rep
- Robert W. FraterCertified Financial Planner · Also a broker rep
- Steven LuongChartered Financial Analyst · Also a broker rep
- Robert PalmerCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Karissa M. PetersonAlso a broker rep
- Brian W. StanfordCertified Financial Planner · Also a broker rep
Allworth Financial, L.P. advisors in every city and state →Allworth Financial, L.P.: assets, clients and custodians →Allworth news and advisor moves →Allworth Financial, L.P. payout grid vs. other firms →Advisor Moves: who changed firms this week →
Allworth Financial, L.P. advisors in other cities
Folsom, CA 110Sacramento, CA 44Indianapolis, IN 14Addison, TX 12Walnut Creek, CA 8Manasquan, NJ 7Lawrence, KS 6Lynnfield, MA 6Vancouver, WA 6Campbell, CA 5Riverwoods, IL 5Durham, NC 4Rochester, NY 4Tucson, AZ 4Norwood, MA 3
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 Allworth Financial, L.P. have in Houston?
6 investment adviser representatives are registered at Allworth Financial, L.P. offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 285 nationwide. 4 list the CFP designation and 6 are also registered as broker representatives.
Is Allworth Financial, L.P. one of the largest advisor employers in Houston?
Allworth Financial, L.P. ranks number 173 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Allworth Financial, L.P. 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 Allworth Financial, L.P. 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.