Financial ADVSR advisor directory · SEC adviser records
Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Keller, TX
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Keller, A to Z.
3 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Keller, out of 1,648 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors in Keller, A to Z
Every Tiaa-Cref Individual & Institutional Services, LLC advisor →- Christopher D. DeshotelAlso a broker rep
- Christopher L. PattonAlso a broker rep
- Taylor R. WelchAlso a broker rep
Tiaa-Cref Individual & Institutional Services, LLC advisors in every city and state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tiaa-Cref Individual & Institutional Services, LLC advisors in other cities
Charlotte, NC 362Frisco, TX 181New York, NY 52Glendale, CO 39Philadelphia, PA 27Durham, NC 21Melville, NY 20Seattle, WA 20Waltham, MA 20Concord, NC 18Pasadena, CA 18Atlanta, GA 17Pittsburgh, PA 17Princeton, NJ 17Chicago, IL 14
Other firms in Keller
All Keller advisors →Strategic Advisers LLC 14Cambridge Investment Research Advisors, Inc. 8Edward Jones 8Keener Financial Planning 7State Farm Investment Management Corp. 3
Questions
How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Keller?
3 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Keller, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,648 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Keller?
Tiaa-Cref Individual & Institutional Services, LLC ranks number 6 in Keller by registered advisors; Strategic Advisers LLC has the most, with 14.
How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Keller?
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 Tiaa-Cref Individual & Institutional Services, 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.