Financial ADVSR advisor directory · SEC adviser records
Financial Gravity Family Office Services, LLC financial advisors in Lakeway, TX
Every SEC-registered investment adviser representative at a Financial Gravity Family Office Services, LLC office in Lakeway, A to Z.
The short answer
15 registered advisors work at Financial Gravity Family Office Services, LLC in Lakeway, out of 32 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Financial Gravity Family Office Services, LLC advisors in Lakeway, A to Z
Every Financial Gravity Family Office Services, LLC advisor →- John L. AveryInvestment adviser rep
- Marc R. BarnesInvestment adviser rep
- Karen CassidyInvestment adviser rep
- John T. Drawdy Jr.Investment adviser rep
- Lauren FischerCertified Financial Planner
- Shelley R. JohnsonInvestment adviser rep
- Charles J. LoveInvestment adviser rep
- Marc D. OrourkeInvestment adviser rep
- William R. PerletteInvestment adviser rep
- Kimberly PerryInvestment adviser rep
- John D. PollockInvestment adviser rep
- Michael B. SmithInvestment adviser rep
- William C. SparksInvestment adviser rep
- Thomas R. WilliamsInvestment adviser rep
- Scott C. WintersInvestment adviser rep
Financial Gravity Family Office Services, LLC advisors in every city and state →Financial Gravity Family Office Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Financial Gravity Family Office Services, LLC advisors in other cities
Highlands Ranch, CO 2Albuquerque, NM 1Altamonte Springs, FL 1Austin, TX 1Berkley, CA 1Boulder, CO 1Houston, TX 1Las Vegas, NV 1Leander, TX 1Los Alamos, CA 1Loveland, CO 1New Orleans, LA 1Newberry Park, CA 1St. Petersburg, FL 1Temecula, CA 1
Other firms in Lakeway
All Lakeway advisors →Edward Jones 7LPL Financial LLC 6Coyle Capital, LLC 4Wells Fargo Clearing Services, LLC 4J.P. Morgan Securities LLC 3Texas Asset Management 3
Questions
How many financial advisors does Financial Gravity Family Office Services, LLC have in Lakeway?
15 investment adviser representatives are registered at Financial Gravity Family Office Services, LLC offices in Lakeway, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 32 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Financial Gravity Family Office Services, LLC one of the largest advisor employers in Lakeway?
Financial Gravity Family Office Services, LLC ranks number 1 in Lakeway by registered advisors, ahead of Edward Jones (7).
How do I check a Financial Gravity Family Office Services, LLC advisor in Lakeway?
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 Financial Gravity Family Office 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.