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Financial ADVSR advisor directory · SEC adviser records

Mbr Financial financial advisors in Houston, TX

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

6 registered advisors work at Mbr Financial in Houston, out of 6 at the firm nationwide; it ranks number 117 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Mbr Financial advisors in Houston, A to Z

Every Mbr Financial advisor →

Mbr Financial advisors in every city and state →Mbr Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Houston

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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 Mbr Financial have in Houston?

6 investment adviser representatives are registered at Mbr Financial offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Mbr Financial one of the largest advisor employers in Houston?

Mbr Financial ranks number 117 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

How do I check a Mbr Financial 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 Mbr Financial 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.