Financial ADVSR advisor directory · SEC adviser records
Precedent Wealth Partners, LLC financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Precedent Wealth Partners, LLC office in Houston, A to Z.
15 registered advisors work at Precedent Wealth Partners, LLC in Houston, out of 18 at the firm nationwide; it ranks number 57 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Precedent Wealth Partners, LLC advisors in Houston, A to Z
Every Precedent Wealth Partners, LLC advisor →- Sloane E. BennettInvestment adviser rep
- Lantz D. BowmanCertified Financial Planner
- Andrew R. CaseyCertified Financial Planner
- Jonathan M. CrantzInvestment adviser rep
- Evan T. DarrInvestment adviser rep
- Tatum T. DuffieInvestment adviser rep
- Adrienne FoxInvestment adviser rep
- Kyle E. SmithInvestment adviser rep
- Neal R. StephensonInvestment adviser rep
- Dallas N. TrahernInvestment adviser rep
- George F. WilliamsCertified Financial Planner
- Grant J. WilliamsCertified Financial Planner
- Joseph H. WilliamsCertified Financial Planner, Personal Financial Specialist
- Sarah E. WilliamsInvestment adviser rep
- Wanda G. WilliamsInvestment adviser rep
Precedent Wealth Partners, LLC advisors in every city and state →Precedent Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Precedent Wealth Partners, LLC advisors in other cities
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 Precedent Wealth Partners, LLC have in Houston?
15 investment adviser representatives are registered at Precedent Wealth Partners, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Precedent Wealth Partners, LLC one of the largest advisor employers in Houston?
Precedent Wealth Partners, LLC ranks number 57 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Precedent Wealth Partners, 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 Precedent Wealth Partners, 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.