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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oak Point, TX

Every SEC-registered investment adviser representative at a firm office in Oak Point, with the firms that employ the most of them.

4 registered advisors work in Oak Point; the most are at Provision Asset, LLC (2). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Oak Point

FirmAdvisors in Oak Point
Provision Asset, LLC2
Cambridge Investment Research Advisors, Inc. news1
State Farm Investment Management Corp.1

Advisors in Oak Point, A to Z

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Other cities in Texas

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Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140

Questions

How many financial advisors are in Oak Point, TX?

4 investment adviser representatives are registered at firm offices in Oak Point, Texas, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Oak Point?

Provision Asset, LLC, with 2 registered advisors in Oak Point, followed by Cambridge Investment Research Advisors, Inc. with 1.

How do I check a financial advisor in Oak Point?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.