Financial ADVSR advisor directory · SEC adviser records
Cetera Planning Partners financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Houston, A to Z.
5 registered advisors work at Cetera Planning Partners in Houston, out of 309 at the firm nationwide; it ranks number 127 in the city by advisors. 5 list the CFP designation and 5 are also registered broker representatives.
Cetera Planning Partners advisors in Houston, A to Z
Every Cetera Planning Partners advisor →- Mary J. DixonCertified Financial Planner · Also a broker rep
- Deborah L. JonesCertified Financial Planner · Also a broker rep
- Catherine S. McDanielCertified Financial Planner · Also a broker rep
- Cameron J. MillerCertified Financial Planner · Also a broker rep
- Matthew P. MurchCertified Financial Planner · Also a broker rep
Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →
Cetera Planning Partners advisors in other cities
Leawood, KS 35Dubuque, IA 20Lafayette, LA 20Rapid City, SD 7Seven Fields, PA 7Dallas, TX 6Parsippany, NJ 6Algona, IA 5Cranford, NJ 5Evansville, IN 5Danville, CA 4El Segundo, CA 4Greensboro, NC 4Indianapolis, IN 4Louisville, KY 4
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 Cetera Planning Partners have in Houston?
5 investment adviser representatives are registered at Cetera Planning Partners offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 5 list the CFP designation and 5 are also registered as broker representatives.
Is Cetera Planning Partners one of the largest advisor employers in Houston?
Cetera Planning Partners ranks number 127 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Cetera Planning Partners 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 Cetera Planning Partners 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.