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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lufkin, TX

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

The short answer

26 registered advisors work in Lufkin; the most are at Edward Jones (7). 3 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Lufkin

FirmAdvisors in Lufkin
Edward Jones news7
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
11 Financial3
Commonwealth Financial Network news3
RBC Capital Markets, LLC news3
State Farm Investment Management Corp.2
Akros Investments, Inc.1
Cetera Investment Advisers LLC news1
LPL Financial LLC news1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Lufkin, A to Z

CFP advisors in Lufkin →

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 Lufkin, TX?

26 investment adviser representatives are registered at firm offices in Lufkin, Texas, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Lufkin?

Edward Jones, with 7 registered advisors in Lufkin, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 4.

How do I check a financial advisor in Lufkin?

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.