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Financial ADVSR advisor directory · SEC adviser records

Align Financial Advisors, LLC financial advisors in McKinney, TX

Every SEC-registered investment adviser representative at a Align Financial Advisors, LLC office in McKinney, A to Z.

3 registered advisors work at Align Financial Advisors, LLC in McKinney, out of 3 at the firm nationwide; it ranks number 16 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Align Financial Advisors, LLC advisors in McKinney, A to Z

Every Align Financial Advisors, LLC advisor →

Align Financial Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in McKinney

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Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Edward Jones 25LPL Financial LLC 21State Farm Investment Management Corp. 15Strategic Advisers LLC 12J.P. Morgan Securities LLC 10Ameriprise Financial Services, LLC 9Corus Family Wealth Advisors, Inc. 7Tiaa-Cref Individual & Institutional Services, LLC 7Cetera Investment Advisers LLC 6Charles Schwab & Co., Inc. 5Wells Fargo Clearing Services, LLC 5

Questions

How many financial advisors does Align Financial Advisors, LLC have in McKinney?

3 investment adviser representatives are registered at Align Financial Advisors, LLC offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Align Financial Advisors, LLC one of the largest advisor employers in McKinney?

Align Financial Advisors, LLC ranks number 16 in McKinney by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.

How do I check a Align Financial Advisors, LLC advisor in McKinney?

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 Align Financial Advisors, 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.