Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Kerrville, TX
Every SEC-registered investment adviser representative at a firm office in Kerrville, with the firms that employ the most of them.
25 registered advisors work in Kerrville; the most are at Edward Jones (8). 3 list the CFP designation and 23 are also registered broker representatives.
Firms with the most advisors in Kerrville
Advisors in Kerrville, A to Z
CFP advisors in Kerrville →- Leticia AlbiterPNC Wealth Management LLC
- David S. BoltonRBC Capital Markets, LLC
- John D. ColeEdward Jones
- Daniel CossuEdward Jones
- Kendall N. DavisonEdward Jones
- Lisa A. DesiletsWells Fargo Clearing Services, LLC
- Robert C. FairchildMorgan Stanley
- Robert C. Fairchild Jr.Morgan Stanley
- Curtis M. FinleyCambridge Investment Research Advisors, Inc.
- Heidi GomezMorgan Stanley
- William E. HauensteinCambridge Investment Research Advisors, Inc.
- Royce G. ItschnerTrue North Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Kay F. KeltonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Timothy C. LidiakRaymond James Financial Services Advisors, Inc.
- Bryon P. MeinEdward Jones
- Grant S. MeinEdward Jones
- John A. MeinEdward Jones
- Guy R. OverbyEdward Jones
- John C. RichLPL Financial LLC
- Zachary S. RiffettEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John B. StevensStrategic Financial Concepts, LLC
- Jeffrey J. TalaricoLPL Financial LLC
- Dirk A. TaylorWells Fargo Clearing Services, LLC
- James C. TaylorWells Fargo Clearing Services, LLC
- Kenneth L. WatsonRBC Capital Markets, LLC
Other cities in Texas
All of Texas →Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140
Questions
How many financial advisors are in Kerrville, TX?
25 investment adviser representatives are registered at firm offices in Kerrville, Texas, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Kerrville?
Edward Jones, with 8 registered advisors in Kerrville, followed by Cambridge Investment Research Advisors, Inc. with 3.
How do I check a financial advisor in Kerrville?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.