Financial ADVSR advisor directory · SEC adviser records
Saxon Financial Group financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Saxon Financial Group office in Houston, A to Z.
The short answer
13 registered advisors work at Saxon Financial Group in Houston, out of 13 at the firm nationwide; it ranks number 67 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Saxon Financial Group advisors in Houston, A to Z
Every Saxon Financial Group advisor →- Andrew S. AldrettInvestment adviser rep
- Natan BondinInvestment adviser rep
- Darrell W. BrooksInvestment adviser rep
- Oscar A. CastroInvestment adviser rep
- Erin A. ErdilInvestment adviser rep
- Jaclyn B. GilbertInvestment adviser rep
- Brandon C. IvyCertified Financial Planner
- Paul E. LoveChartered Financial Consultant
- Timothy LucioInvestment adviser rep
- Elizabeth L. MorrisonInvestment adviser rep
- Thomas S. StaerkerInvestment adviser rep
- Thomas P. ThornhillInvestment adviser rep
- Ashley N. TrlicaCertified Financial Planner
Saxon Financial Group advisors in every city and state →Saxon Financial Group: 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 Saxon Financial Group have in Houston?
13 investment adviser representatives are registered at Saxon Financial Group offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Saxon Financial Group one of the largest advisor employers in Houston?
Saxon Financial Group ranks number 67 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Saxon Financial Group 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 Saxon Financial Group 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.