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Financial ADVSR advisor directory · SEC adviser records

Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Lewisville, TX

Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Lewisville, A to Z.

The short answer

6 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Lewisville, out of 1,521 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Tiaa-Cref Individual & Institutional Services, LLC advisors in Lewisville, A to Z

Every Tiaa-Cref Individual & Institutional Services, LLC advisor →

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 321Frisco, TX 167New York, NY 52Glendale, CO 31Philadelphia, PA 23Durham, NC 20Melville, NY 20Waltham, MA 17Chicago, IL 16Pittsburgh, PA 16Seattle, WA 16Concord, NC 15Pasadena, CA 15Princeton, NJ 15Atlanta, GA 14

Other firms in Lewisville

All Lewisville advisors →

Strategic Advisers LLC 14Edward Jones 7Ally Invest Advisors 6Ameriprise Financial Services, LLC 5Bright Wealth Management, LLC 5Osaic Wealth, Inc. 4Directional Advisors 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Lewisville?

6 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Lewisville, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Lewisville?

Tiaa-Cref Individual & Institutional Services, LLC ranks number 4 in Lewisville by registered advisors; Strategic Advisers LLC has the most, with 14.

How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Lewisville?

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.