Financial ADVSR advisor directory · SEC adviser records

Castleview Partners, LLC financial advisors in Plano, TX

Every SEC-registered investment adviser representative at a Castleview Partners, LLC office in Plano, A to Z.

3 registered advisors work at Castleview Partners, LLC in Plano, out of 10 at the firm nationwide; it ranks number 46 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Castleview Partners, LLC advisors in Plano, A to Z

Every Castleview Partners, LLC advisor →

David A. CainInvestment adviser rep
Julian K. JohnsonInvestment adviser rep
Robert W. Poynor IIIInvestment adviser rep

Castleview Partners, LLC advisors in every city and state →Castleview Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Castleview Partners, LLC advisors in other cities

Coral Gables, FL 3 Dallas, TX 3 Little Rock, AR 1

Other firms in Plano

All Plano advisors →

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

Questions

How many financial advisors does Castleview Partners, LLC have in Plano?

3 investment adviser representatives are registered at Castleview Partners, LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Castleview Partners, LLC one of the largest advisor employers in Plano?

Castleview Partners, LLC ranks number 46 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a Castleview Partners, LLC 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 Castleview 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.