Financial ADVSR advisor directory · SEC adviser records
Tiaa-Cref Individual & Institutional Services, LLC financial advisors in McKinney, TX
Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in McKinney, A to Z.
7 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in McKinney, out of 1,648 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.
Tiaa-Cref Individual & Institutional Services, LLC advisors in McKinney, A to Z
Every Tiaa-Cref Individual & Institutional Services, LLC advisor →- Imran O. AkinteyeAlso a broker rep
- Juan S. AmadorAlso a broker rep
- Amy J. AuAlso a broker rep
- Dana K. MarloweAlso a broker rep
- Jason M. MertzAlso a broker rep
- Marian E. YounanAlso a broker rep
- Umair ZamanAlso a broker rep
Tiaa-Cref Individual & Institutional Services, LLC advisors in every city and state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tiaa-Cref Individual & Institutional Services, LLC advisors in other cities
Charlotte, NC 362Frisco, TX 181New York, NY 52Glendale, CO 39Philadelphia, PA 27Durham, NC 21Melville, NY 20Seattle, WA 20Waltham, MA 20Concord, NC 18Pasadena, CA 18Atlanta, GA 17Pittsburgh, PA 17Princeton, NJ 17Chicago, IL 14
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. 7Cetera Investment Advisers LLC 6Charles Schwab & Co., Inc. 5Wells Fargo Clearing Services, LLC 5Cambridge Investment Research Advisors, Inc. 4
Questions
How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in McKinney?
7 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,648 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.
Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in McKinney?
Tiaa-Cref Individual & Institutional Services, LLC ranks number 9 in McKinney by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.
How do I check a Tiaa-Cref Individual & Institutional Services, 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 Tiaa-Cref Individual & Institutional Services, 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.