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Oak Harvest Investment Services financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Oak Harvest Investment Services office in Houston, A to Z.
The short answer
18 registered advisors work at Oak Harvest Investment Services in Houston, out of 18 at the firm nationwide; it ranks number 51 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Oak Harvest Investment Services advisors in Houston, A to Z
Every Oak Harvest Investment Services advisor →- Tatum I. ArtherInvestment adviser rep
- Dwane J. BacakChartered Financial Analyst
- Jessica CannellaInvestment adviser rep
- Heather R. HofstetterChartered Financial Consultant
- Dustin HumrichChartered Financial Consultant
- Ryan P. KenneyInvestment adviser rep
- Elizabeth A. KrogCertified Financial Planner
- Larisa A. KutacInvestment adviser rep
- James A. McFarlandInvestment adviser rep
- Christopher T. MyrickInvestment adviser rep
- Eric L. NguyenCertified Financial Planner
- Tavis G. Parkerson Jr.Investment adviser rep
- Christopher PerrasChartered Financial Consultant, Chartered Financial Analyst
- Nicole M. RineyCertified Financial Planner
- Edward J. RossiCertified Financial Planner
- Charles D. ScavoneChartered Financial Analyst
- Troy R. SharpeCertified Financial Planner
- Janice J. WhittenCertified Financial Planner
Oak Harvest Investment Services advisors in every city and state →Oak Harvest Investment Services: 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 Oak Harvest Investment Services have in Houston?
18 investment adviser representatives are registered at Oak Harvest Investment Services offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Oak Harvest Investment Services one of the largest advisor employers in Houston?
Oak Harvest Investment Services ranks number 51 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Oak Harvest Investment Services 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 Oak Harvest Investment Services 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.