Financial ADVSR advisor directory · SEC adviser records
Alongside, LLC financial advisors in Irving, TX
Every SEC-registered investment adviser representative at a Alongside, LLC office in Irving, A to Z.
3 registered advisors work at Alongside, LLC in Irving, out of 24 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Alongside, LLC advisors in Irving, A to Z
Every Alongside, LLC advisor →- Christa D. BassCertified Financial Planner
- Kristen J. HoltInvestment adviser rep
- Stephen B. ShipleyInvestment adviser rep
Alongside, LLC advisors in every city and state →Alongside, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Alongside, LLC advisors in other cities
Austin, TX 7Allen, TX 4Mill Creek, WA 3Castle Rock, CO 2New Berlin, WI 2Missoula, MT 1Mt Pleasant, WI 1Oviedo, FL 1
Other firms in Irving
All Irving advisors →Goldman Sachs Wealth Services, L.P. 35Strategic Advisers LLC 31American Beacon Advisors, Inc. 10United Capital Financial Advisors 10Mutual Of Omaha Investor Services, Inc. 8Wells Fargo Clearing Services, LLC 8Edward Jones 7Raymond James Financial Services Advisors, Inc. 7State Farm Investment Management Corp. 7J.P. Morgan Securities LLC 6LPL Financial LLC 6Cottonwood Capital Advisors 4
Questions
How many financial advisors does Alongside, LLC have in Irving?
3 investment adviser representatives are registered at Alongside, LLC offices in Irving, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Alongside, LLC one of the largest advisor employers in Irving?
Alongside, LLC ranks number 15 in Irving by registered advisors; Goldman Sachs Wealth Services, L.P. has the most, with 35.
How do I check a Alongside, LLC advisor in Irving?
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 Alongside, 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.