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Financial ADVSR advisor directory · SEC adviser records

Bentoak Capital financial advisors in Katy, TX

Every SEC-registered investment adviser representative at a Bentoak Capital office in Katy, A to Z.

3 registered advisors work at Bentoak Capital in Katy, out of 17 at the firm nationwide; it ranks number 16 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Bentoak Capital advisors in Katy, A to Z

Every Bentoak Capital advisor →

Bentoak Capital advisors in every city and state →Bentoak Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bentoak Capital advisors in other cities

Weatherford, TX 12Houston, TX 1Lubbock, TX 1

Other firms in Katy

All Katy advisors →

Strategic Advisers LLC 37Edward Jones 21J.P. Morgan Securities LLC 18LPL Financial LLC 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 9State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 7Ameriprise Financial Services, LLC 6Cambridge Investment Research Advisors, Inc. 6Cetera Investment Advisers LLC 6Encompass Advisory Services, LLC 5Equitable Advisors, LLC 5

Questions

How many financial advisors does Bentoak Capital have in Katy?

3 investment adviser representatives are registered at Bentoak Capital offices in Katy, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Bentoak Capital one of the largest advisor employers in Katy?

Bentoak Capital ranks number 16 in Katy by registered advisors; Strategic Advisers LLC has the most, with 37.

How do I check a Bentoak Capital advisor in Katy?

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 Bentoak Capital 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.