Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Mariner office in Plano, A to Z.
15 registered advisors work at Mariner in Plano, out of 941 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Mariner advisors in Plano, A to Z
Every Mariner advisor →- Tobias C. BondCertified Financial Planner
- Tyler J. BurtscherCertified Financial Planner
- Kayla A. CreamerCertified Financial Planner, Chartered Financial Consultant
- Mary E. DuplantierCertified Financial Planner
- Elysa G. FloresInvestment adviser rep
- Dahlia H. GoldbergCertified Financial Planner
- Kyle GrabenstetterCertified Financial Planner
- Kenneth M. HodgesCertified Financial Planner
- Sean HoseyInvestment adviser rep
- Patrick A. KimbroughCertified Financial Planner
- Jason S. LipsettChartered Financial Analyst
- Tashauna McAllisterInvestment adviser rep
- Morgan S. TaylorInvestment adviser rep
- John A. VandesteegCertified Financial Planner
- Hayden L. VanoverInvestment adviser rep
Mariner advisors in every city and state →Mariner: assets, clients and custodians →Mariner news and advisor moves →Advisor Moves: who changed firms this week →
Mariner advisors in other cities
Overland Park, KS 113New York, NY 48Cincinnati, OH 39Oakbrook Terrace, IL 27Los Angeles, CA 22Sarasota, FL 21Tulsa, OK 21Madison, NJ 19Manasquan, NJ 19Scottsdale, AZ 17Bellevue, WA 16Bloomington, MN 16Brentwood, MO 14Englewood, CO 14Coral Gables, FL 13
Other firms in Plano
All Plano advisors →Fisher Investments 1,958Vanguard Advisers, Inc. 232J.P. Morgan Securities LLC 207Ameriprise Financial Services, LLC 56UBS Financial Services Inc. 56Morgan Stanley 46Strategic Advisers LLC 46Edward Jones 35Transamerica Financial Advisors, LLC 34Charles Schwab & Co., Inc. 30Retirement Planners Of America 29LPL Enterprise, LLC 27
Questions
How many financial advisors does Mariner have in Plano?
15 investment adviser representatives are registered at Mariner offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 941 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Mariner one of the largest advisor employers in Plano?
Mariner ranks number 17 in Plano by registered advisors; Fisher Investments has the most, with 1,958.
How do I check a Mariner 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 Mariner 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.