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Financial ADVSR advisor directory · SEC adviser records

Tanglewood Legacy Advisors, LLC financial advisors in Houston, TX

Every SEC-registered investment adviser representative at a Tanglewood Legacy Advisors, LLC office in Houston, A to Z.

The short answer

4 registered advisors work at Tanglewood Legacy Advisors, LLC in Houston, out of 4 at the firm nationwide; it ranks number 169 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Tanglewood Legacy Advisors, LLC advisors in Houston, A to Z

Every Tanglewood Legacy Advisors, LLC advisor →

Tanglewood Legacy Advisors, LLC advisors in every city and state →Tanglewood Legacy Advisors, LLC: 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 Tanglewood Legacy Advisors, LLC have in Houston?

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

Is Tanglewood Legacy Advisors, LLC one of the largest advisor employers in Houston?

Tanglewood Legacy Advisors, LLC ranks number 169 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

How do I check a Tanglewood Legacy Advisors, 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 Tanglewood Legacy Advisors, 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.