Financial ADVSR advisor directory · SEC adviser records
Prota Financial financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Prota Financial office in Houston, A to Z.
13 registered advisors work at Prota Financial in Houston, out of 14 at the firm nationwide; it ranks number 65 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Prota Financial advisors in Houston, A to Z
Every Prota Financial advisor →- Fernando DiazInvestment adviser rep
- Andrew P. EdwardsInvestment adviser rep
- Lindsey R. ElliffInvestment adviser rep
- Jeffrey FisherInvestment adviser rep
- Jonathan W. GarrettInvestment adviser rep
- Mark Anthony L. JiroInvestment adviser rep
- Brandon KrolInvestment adviser rep
- Katherine M. MorrisonInvestment adviser rep
- Adam L. PattenInvestment adviser rep
- Mark RadulovichInvestment adviser rep
- Andrew R. TaylorInvestment adviser rep
- Taylor B. WickmanInvestment adviser rep
- Qingkun XuInvestment adviser rep
Prota Financial advisors in every city and state →Prota Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Prota Financial 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 Prota Financial have in Houston?
13 investment adviser representatives are registered at Prota Financial offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Prota Financial one of the largest advisor employers in Houston?
Prota Financial ranks number 65 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Prota 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 Prota 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.