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Financial ADVSR advisor directory · SEC adviser records

Schlegel Dunn LLC financial advisors in Plano, TX

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

3 registered advisors work at Schlegel Dunn LLC in Plano, out of 3 at the firm nationwide; it ranks number 53 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Schlegel Dunn LLC advisors in Plano, A to Z

Every Schlegel Dunn LLC advisor →

Schlegel Dunn LLC advisors in every city and state →Schlegel Dunn 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 Schlegel Dunn LLC have in Plano?

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

Is Schlegel Dunn LLC one of the largest advisor employers in Plano?

Schlegel Dunn LLC ranks number 53 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a Schlegel Dunn 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 Schlegel Dunn 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.