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Financial ADVSR advisor directory · SEC adviser records

Quotient Wealth Partners, LLC financial advisors in Houston, TX

Every SEC-registered investment adviser representative at a Quotient Wealth Partners, LLC office in Houston, A to Z.

4 registered advisors work at Quotient Wealth Partners, LLC in Houston, out of 31 at the firm nationwide; it ranks number 163 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Quotient Wealth Partners, LLC advisors in Houston, A to Z

Every Quotient Wealth Partners, LLC advisor →

Quotient Wealth Partners, LLC advisors in every city and state →Quotient Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Quotient Wealth Partners, LLC advisors in other cities

Dallas, TX 20Highlands Ranch, CO 5Morristown, NJ 1San Antonio, TX 1

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 Quotient Wealth Partners, LLC have in Houston?

4 investment adviser representatives are registered at Quotient Wealth Partners, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 31 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Quotient Wealth Partners, LLC one of the largest advisor employers in Houston?

Quotient Wealth Partners, LLC ranks number 163 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

How do I check a Quotient 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 Quotient 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.