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Financial ADVSR advisor directory · SEC adviser records

Live Oak Wealth Advisory Group, LLC financial advisors in Houston, TX

Every SEC-registered investment adviser representative at a Live Oak Wealth Advisory Group, LLC office in Houston, A to Z.

The short answer

3 registered advisors work at Live Oak Wealth Advisory Group, LLC in Houston, out of 3 at the firm nationwide; it ranks number 201 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Live Oak Wealth Advisory Group, LLC advisors in Houston, A to Z

Every Live Oak Wealth Advisory Group, LLC advisor →

Live Oak Wealth Advisory Group, LLC advisors in every city and state →Live Oak Wealth Advisory Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Live Oak Wealth Advisory Group, LLC have in Houston?

3 investment adviser representatives are registered at Live Oak Wealth Advisory Group, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Live Oak Wealth Advisory Group, LLC one of the largest advisor employers in Houston?

Live Oak Wealth Advisory Group, LLC ranks number 201 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

How do I check a Live Oak Wealth Advisory Group, 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 Live Oak Wealth Advisory Group, 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.