Financial ADVSR advisor directory · SEC adviser records
Bolton Securities Corporation financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Bolton Securities Corporation office in Houston, A to Z.
The short answer
7 registered advisors work at Bolton Securities Corporation in Houston, out of 137 at the firm nationwide; it ranks number 97 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
Bolton Securities Corporation advisors in Houston, A to Z
Every Bolton Securities Corporation advisor →- Michael D. BurkeInvestment adviser rep
- Michael J. BurkeAlso a broker rep
- James D. MohrAlso a broker rep
- Maria G. NorthamAlso a broker rep
- Jackson S. SmithChartered Financial Analyst · Also a broker rep
- Sergio I. SosaAlso a broker rep
- Eduardo F. SuarezAlso a broker rep
Bolton Securities Corporation advisors in every city and state →Bolton Securities Corporation: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bolton Securities Corporation advisors in other cities
Bolton, MA 89Miami, FL 19Falmouth, ME 8Weston, FL 4Brownsville, TX 3Danbury, CT 1Easton, CT 1El Cajon, CA 1Greenfield, MA 1New York City, NY 1Plantation, FL 1Windham, NH 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 Bolton Securities Corporation have in Houston?
7 investment adviser representatives are registered at Bolton Securities Corporation offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 137 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Is Bolton Securities Corporation one of the largest advisor employers in Houston?
Bolton Securities Corporation ranks number 97 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Bolton Securities Corporation 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 Bolton Securities Corporation 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.