Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lakeside, TX
Every SEC-registered investment adviser representative at a firm office in Lakeside, with the firms that employ the most of them.
The short answer
2 registered advisors work in Lakeside; the most are at Edward Jones (1). 1 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Lakeside
| Firm | Advisors in Lakeside |
|---|---|
| Edward Jones news | 1 |
| Empower Advisory Group, LLC | 1 |
Advisors in Lakeside, A to Z
CFP advisors in Lakeside →- Jake H. CrawfordEdward Jones · Certified Financial Planner
- Chad FroustEmpower Advisory Group, LLC
Other cities in Texas
All of Texas →Houston 5,272Dallas 4,262Austin 3,924Plano 3,497San Antonio 2,020Fort Worth 1,807Westlake 1,609Frisco 857The Woodlands 631Southlake 358Sugar Land 338El Paso 284McKinney 258Lubbock 242Katy 236Tyler 229Arlington 214Irving 209Richardson 204Corpus Christi 196Spring 185Amarillo 172Allen 157Addison 152
Questions
How many financial advisors are in Lakeside, TX?
2 investment adviser representatives are registered at firm offices in Lakeside, Texas, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Lakeside?
Edward Jones, with 1 registered advisors in Lakeside, followed by Empower Advisory Group, LLC with 1.
How do I check a financial advisor in Lakeside?
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.