Financial ADVSR advisor directory · SEC adviser records
Uptick Partners, LLC financial advisors in Nacogdoches, TX
Every SEC-registered investment adviser representative at a Uptick Partners, LLC office in Nacogdoches, A to Z.
8 registered advisors work at Uptick Partners, LLC in Nacogdoches, out of 11 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Uptick Partners, LLC advisors in Nacogdoches, A to Z
Every Uptick Partners, LLC advisor →- Jason M. BarberCertified Financial Planner
- Steven W. BarberCertified Financial Planner
- Jared DavisInvestment adviser rep
- Debra L. FloydInvestment adviser rep
- Kyle E. HoganCertified Financial Planner
- Paul MeredithInvestment adviser rep
- Emily B. MooreInvestment adviser rep
- Mitchell L. SmithCertified Financial Planner
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How many financial advisors does Uptick Partners, LLC have in Nacogdoches?
8 investment adviser representatives are registered at Uptick Partners, LLC offices in Nacogdoches, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Uptick Partners, LLC one of the largest advisor employers in Nacogdoches?
Uptick Partners, LLC ranks number 2 in Nacogdoches by registered advisors; Edward Jones has the most, with 9.
How do I check a Uptick Partners, LLC advisor in Nacogdoches?
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 Uptick Partners, 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.