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Financial ADVSR advisor directory · SEC adviser records

Astra Wealth Management Group financial advisors in Plano, TX

Every SEC-registered investment adviser representative at a Astra Wealth Management Group office in Plano, A to Z.

11 registered advisors work at Astra Wealth Management Group in Plano, out of 11 at the firm nationwide; it ranks number 23 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Astra Wealth Management Group advisors in Plano, A to Z

Every Astra Wealth Management Group advisor →

Other firms in Plano

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Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27

Questions

How many financial advisors does Astra Wealth Management Group have in Plano?

11 investment adviser representatives are registered at Astra Wealth Management Group offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Astra Wealth Management Group one of the largest advisor employers in Plano?

Astra Wealth Management Group ranks number 23 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a Astra Wealth Management Group advisor in Plano?

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 Astra Wealth Management Group 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.