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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Succession Financial, Inc. financial advisors in McKinney, TX

Every SEC-registered investment adviser representative at a Succession Financial, Inc. office in McKinney, A to Z.

The short answer

3 registered advisors work at Succession Financial, Inc. in McKinney, out of 3 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Succession Financial, Inc. advisors in McKinney, A to Z

Every Succession Financial, Inc. advisor →

Succession Financial, Inc. advisors in every city and state →Succession Financial, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Succession Financial, Inc. have in McKinney?

3 investment adviser representatives are registered at Succession Financial, Inc. offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Succession Financial, Inc. one of the largest advisor employers in McKinney?

Succession Financial, Inc. ranks number 22 in McKinney by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.

How do I check a Succession Financial, Inc. 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 Succession Financial, Inc. 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.