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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Magnolia, TX

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

30 registered advisors work in Magnolia; the most are at Edward Jones (5). 0 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Magnolia

FirmAdvisors in Magnolia
Edward Jones news5
Cetera Investment Advisers LLC news4
Strategic Advisers LLC4
UBS Financial Services Inc. news3
LPL Financial LLC news2
Park Avenue Securities LLC2
State Farm Investment Management Corp.2
Empower Advisory Group, LLC1
Gosch Wealth Advisory1
Gwn Securities Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Oakstreet Wealth Management, Inc.1
Pearl Capital Investments1
Raymond James Financial Services Advisors, Inc. news1
Sirius Wealth Management Strategies, LLC1

Advisors in Magnolia, A to Z

Search all of Texas →

Other cities in Texas

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Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147

Questions

How many financial advisors are in Magnolia, TX?

30 investment adviser representatives are registered at firm offices in Magnolia, Texas, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Magnolia?

Edward Jones, with 5 registered advisors in Magnolia, followed by Cetera Investment Advisers LLC with 4.

How do I check a financial advisor in Magnolia?

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.