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Financial ADVSR advisor directory · SEC adviser records

Crescent Advisor Group, Inc. financial advisors in Plano, TX

Every SEC-registered investment adviser representative at a Crescent Advisor Group, Inc. office in Plano, A to Z.

11 registered advisors work at Crescent Advisor Group, Inc. in Plano, out of 16 at the firm nationwide; it ranks number 24 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Crescent Advisor Group, Inc. advisors in Plano, A to Z

Every Crescent Advisor Group, Inc. advisor →

Crescent Advisor Group, Inc. advisors in every city and state →Crescent Advisor Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Crescent Advisor Group, Inc. advisors in other cities

Dallas, TX 2Lubbock, TX 2Schererville, IN 1

Other firms in Plano

All Plano advisors →

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 Crescent Advisor Group, Inc. have in Plano?

11 investment adviser representatives are registered at Crescent Advisor Group, Inc. offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is Crescent Advisor Group, Inc. one of the largest advisor employers in Plano?

Crescent Advisor Group, Inc. ranks number 24 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a Crescent Advisor Group, Inc. 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 Crescent Advisor Group, Inc. 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.