Financial ADVSR advisor directory · SEC adviser records
Eversource Wealth Advisors, LLC financial advisors in McKinney, TX
Every SEC-registered investment adviser representative at a Eversource Wealth Advisors, LLC office in McKinney, A to Z.
4 registered advisors work at Eversource Wealth Advisors, LLC in McKinney, out of 71 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Eversource Wealth Advisors, LLC advisors in McKinney, A to Z
Every Eversource Wealth Advisors, LLC advisor →- Keaton BurkeInvestment adviser rep
- Abigail M. CasadyCertified Financial Planner
- Luke W. MartinInvestment adviser rep
- Micky C. ReevesCertified Financial Planner
Eversource Wealth Advisors, LLC advisors in every city and state →Eversource Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Eversource Wealth Advisors, LLC advisors in other cities
Birmingham, AL 29Scottsdale, AZ 4Burlington, MA 3Jacksonville, FL 3Knoxville, TN 3Fort Worth, TX 2Green Valley, AZ 2Little Rock, AR 2Ada, MI 1Arlington, VA 1Boca Raton, FL 1Chandler, AZ 1Clearwater, FL 1Columbia, TN 1Dallas, TX 1
Other firms in McKinney
All McKinney advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 33LPL Financial LLC 25Edward Jones 24State Farm Investment Management Corp. 14J.P. Morgan Securities LLC 10Strategic Advisers LLC 9Ameriprise Financial Services, LLC 8Cetera Investment Advisers LLC 7Corus Family Wealth Advisors, Inc. 7Tiaa-Cref Individual & Institutional Services, LLC 7Charles Schwab & Co., Inc. 6Wells Fargo Clearing Services, LLC 4
Questions
How many financial advisors does Eversource Wealth Advisors, LLC have in McKinney?
4 investment adviser representatives are registered at Eversource Wealth Advisors, LLC offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 71 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Eversource Wealth Advisors, LLC one of the largest advisor employers in McKinney?
Eversource Wealth Advisors, LLC ranks number 12 in McKinney by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 33.
How do I check a Eversource Wealth 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 Eversource Wealth 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.