Financial ADVSR advisor directory · SEC adviser records
11 Financial financial advisors in Lufkin, TX
Every SEC-registered investment adviser representative at a 11 Financial office in Lufkin, A to Z.
4 registered advisors work at 11 Financial in Lufkin, out of 5 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
11 Financial advisors in Lufkin, A to Z
Every 11 Financial advisor →- Joseph J. CeasarInvestment adviser rep
- Taylor J. KovarCertified Financial Planner
- Claudia ValladaresInvestment adviser rep
- Matthew B. WilliamsonInvestment adviser rep
11 Financial advisors in every city and state →Advisor Moves: who changed firms this week →
11 Financial advisors in other cities
Other firms in Lufkin
All Lufkin advisors →Edward Jones 7Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Commonwealth Financial Network 3RBC Capital Markets, LLC 3State Farm Investment Management Corp. 3
Questions
How many financial advisors does 11 Financial have in Lufkin?
4 investment adviser representatives are registered at 11 Financial offices in Lufkin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is 11 Financial one of the largest advisor employers in Lufkin?
11 Financial ranks number 2 in Lufkin by registered advisors; Edward Jones has the most, with 7.
How do I check a 11 Financial advisor in Lufkin?
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 11 Financial 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.