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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lucas, TX

Every SEC-registered investment adviser representative at a firm office in Lucas, with the firms that employ the most of them.

The short answer

11 registered advisors work in Lucas; the most are at LPL Financial LLC (2). 1 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Lucas

FirmAdvisors in Lucas
LPL Financial LLC news2
Abbington Wells LLC.1
Brookstone Wealth Advisors, LLC1
Edward Jones news1
Independent Financial Group, LLC1
Kestra Advisory Services, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Strategic Advisers LLC1
Thrivent Investment Management Inc.1

Advisors in Lucas, A to Z

CFP advisors in Lucas →

Other cities in Texas

All of Texas →

Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139

Questions

How many financial advisors are in Lucas, TX?

11 investment adviser representatives are registered at firm offices in Lucas, Texas, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Lucas?

LPL Financial LLC, with 2 registered advisors in Lucas, followed by Abbington Wells LLC. with 1.

How do I check a financial advisor in Lucas?

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.