Financial ADVSR advisor directory · SEC adviser records
Equitable Advisors, LLC financial advisors in McKinney, TX
Every SEC-registered investment adviser representative at a Equitable Advisors, LLC office in McKinney, A to Z.
3 registered advisors work at Equitable Advisors, LLC in McKinney, out of 4,519 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Equitable Advisors, LLC advisors in McKinney, A to Z
Every Equitable Advisors, LLC advisor →- Stephen D. BeltAlso a broker rep
- Crispin HocateAlso a broker rep
- Kelsey A. TaylorAlso a broker rep
Equitable Advisors, LLC advisors in every city and state →Equitable Advisors, LLC: assets, clients and custodians →Equitable news and advisor moves →Advisor Moves: who changed firms this week →
Equitable Advisors, LLC advisors in other cities
New York, NY 319Melville, NY 164Bala Cynwyd, PA 148Williamsville, NY 99Woodbridge, NJ 85Oak Brook, IL 84Bellevue, WA 79Wellesley, MA 69Rochester, NY 65Syracuse, NY 65Troy, MI 63Dallas, TX 57Charlotte, NC 54Miami, FL 53Irvine, CA 52
Other firms in McKinney
All McKinney advisors →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 Equitable Advisors, LLC have in McKinney?
3 investment adviser representatives are registered at Equitable Advisors, LLC offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4,519 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Equitable Advisors, LLC one of the largest advisor employers in McKinney?
Equitable Advisors, LLC ranks number 17 in McKinney by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.
How do I check a Equitable 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 Equitable 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.