Financial ADVSR advisor directory · SEC adviser records
Nexus One Financial Advisors LLC financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Nexus One Financial Advisors LLC office in Plano, A to Z.
The short answer
6 registered advisors work at Nexus One Financial Advisors LLC in Plano, out of 6 at the firm nationwide; it ranks number 36 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Nexus One Financial Advisors LLC advisors in Plano, A to Z
Every Nexus One Financial Advisors LLC advisor →- Douglas M. BartolCertified Financial Planner, Chartered Financial Consultant
- Terry L. BussardInvestment adviser rep
- Evan DanielsInvestment adviser rep
- Julianne B. HoermanInvestment adviser rep
- Paul A. HoflandInvestment adviser rep
- David A. MottInvestment adviser rep
Nexus One Financial Advisors LLC advisors in every city and state →Nexus One Financial Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Nexus One Financial Advisors LLC have in Plano?
6 investment adviser representatives are registered at Nexus One Financial Advisors LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Nexus One Financial Advisors LLC one of the largest advisor employers in Plano?
Nexus One Financial Advisors LLC ranks number 36 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Nexus One Financial Advisors 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 Nexus One Financial Advisors 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.