Financial ADVSR advisor directory · SEC adviser records
Pin Oak Investment Advisors Inc. financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Pin Oak Investment Advisors Inc. office in Houston, A to Z.
The short answer
4 registered advisors work at Pin Oak Investment Advisors Inc. in Houston, out of 4 at the firm nationwide; it ranks number 162 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Pin Oak Investment Advisors Inc. advisors in Houston, A to Z
Every Pin Oak Investment Advisors Inc. advisor →- Daniel C. EstesCertified Financial Planner
- Lauren D. HallInvestment adviser rep
- John F. PlattInvestment adviser rep
- James B. RouseCertified Financial Planner
Pin Oak Investment Advisors Inc. advisors in every city and state →Pin Oak Investment Advisors Inc.: 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 Pin Oak Investment Advisors Inc. have in Houston?
4 investment adviser representatives are registered at Pin Oak Investment Advisors Inc. offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Pin Oak Investment Advisors Inc. one of the largest advisor employers in Houston?
Pin Oak Investment Advisors Inc. ranks number 162 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Pin Oak Investment Advisors Inc. 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 Pin Oak Investment Advisors Inc. 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.