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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Houston, TX

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

3 registered advisors work at Creative Planning in Houston, out of 1,081 at the firm nationwide; it ranks number 182 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Houston, A to Z

Every Creative Planning advisor →

Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →

Creative Planning advisors in other cities

Overland Park, KS 671McLean, VA 15Bloomington, MN 14Chicago, IL 13Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5

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 Creative Planning have in Houston?

3 investment adviser representatives are registered at Creative Planning offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Creative Planning one of the largest advisor employers in Houston?

Creative Planning ranks number 182 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

How do I check a Creative Planning 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 Creative Planning 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.