Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Houston, A to Z.
4 registered advisors work at Focus Partners Wealth, LLC in Houston, out of 986 at the firm nationwide; it ranks number 155 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in Houston, A to Z
Every Focus Partners Wealth, LLC advisor →- Emily P. AllenCertified Financial Planner
- Lydia BuhananInvestment adviser rep
- Justin B. ReedInvestment adviser rep
- Amy M. ZamikovskyCertified Financial Planner
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 172Chicago, IL 49Atlanta, GA 31Boston, MA 29Deerfield, IL 26Scottsdale, AZ 24Clayton, MO 23Wellesley, MA 22Menlo Park, CA 20Walnut Creek, CA 18Nashville, TN 17Indianapolis, IN 16New York, NY 15Pittsburg, PA 15Seattle, WA 15
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 Focus Partners Wealth, LLC have in Houston?
4 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 986 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in Houston?
Focus Partners Wealth, LLC ranks number 155 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Focus Partners Wealth, LLC 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 Focus Partners Wealth, LLC 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.