Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Corient office in Houston, A to Z.
40 registered advisors work at Corient in Houston, out of 655 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Houston, A to Z
Every Corient advisor →- Sarah BracewellInvestment adviser rep
- Kyle S. BrickhouseInvestment adviser rep
- Patrick K. BurdickInvestment adviser rep
- Nicole H. CampbellInvestment adviser rep
- Christopher D. CarterChartered Financial Analyst
- Lindsay A. ConawayInvestment adviser rep
- Jason N. DanzigerCertified Financial Planner
- Joanna J. FetterInvestment adviser rep
- Ryan W. FletcherInvestment adviser rep
- Alberto A. FrancisInvestment adviser rep
- Samuel D. FrankfortInvestment adviser rep
- Sanjay GeorgeInvestment adviser rep
- Jun GuChartered Financial Analyst
- George E. HaasCertified Financial Planner, Chartered Financial Consultant
- Christopher M. HalaskaInvestment adviser rep
- Randall A. HaleInvestment adviser rep
- David M. HarrisInvestment adviser rep
- Jacob A. HiltonInvestment adviser rep
- Duane M. HirschCertified Financial Planner
- Yonghui HuangCertified Financial Planner
- David J. JesulaitisInvestment adviser rep
- Wesley J. KubeschChartered Financial Analyst
- Stephen P. LackInvestment adviser rep
- Henry J. Lartigue IIIChartered Financial Analyst
- Gan LiInvestment adviser rep
- Jessica F. LimInvestment adviser rep
- Allison A. LyonsCertified Financial Planner
- John T. LytleInvestment adviser rep
- William M. MarksInvestment adviser rep
- Dylan C. McDowellCertified Financial Planner
- Clayton B. McWherterInvestment adviser rep
- Gianna E. NunnCertified Financial Planner
- Meagan E. O'ShaughnessyInvestment adviser rep
- Graydon D. OliverInvestment adviser rep
- Samuel R. OnsteadInvestment adviser rep
- Sandeep K. TiwariChartered Financial Analyst
- Zachary D. TurmanInvestment adviser rep
- James T. WestonInvestment adviser rep
- Brett A. WilliamsInvestment adviser rep
- Harrison L. WilsonCertified Financial Planner
Corient advisors in every city and state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →
Corient advisors in other cities
New York, NY 62Chicago, IL 59Dallas, TX 49San Diego, CA 29Boston, MA 28Seattle, WA 28Morristown, NJ 27Columbus, OH 22San Francisco, CA 22Itasca, IL 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17Tulsa, OK 16
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 404Morgan Stanley 320J.P. Morgan Securities LLC 311Valic Financial Advisors, Inc. 229UBS Financial Services Inc. 202Wells Fargo Clearing Services, LLC 173LPL Financial LLC 144Ameriprise Financial Services, LLC 143Strategic Advisers LLC 138Raymond James & Associates, Inc. 90Pfs Investments Inc. 82Cetera Investment Advisers LLC 77
Questions
How many financial advisors does Corient have in Houston?
40 investment adviser representatives are registered at Corient offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Houston?
Corient ranks number 19 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 404.
How do I check a Corient 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 Corient 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.