Financial ADVSR advisor directory · SEC adviser records

Vann Equity Management LLC financial advisors in Plano, TX

Every SEC-registered investment adviser representative at a Vann Equity Management LLC office in Plano, A to Z.

3 registered advisors work at Vann Equity Management LLC in Plano, out of 5 at the firm nationwide; it ranks number 55 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Vann Equity Management LLC advisors in Plano, A to Z

Every Vann Equity Management LLC advisor →

Ryan L. McDonaldInvestment adviser rep
Julie K. NielsenInvestment adviser rep
John A. VannInvestment adviser rep

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

Vann Equity Management LLC advisors in other cities

Austin, TX 2

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 Vann Equity Management LLC have in Plano?

3 investment adviser representatives are registered at Vann Equity Management LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Vann Equity Management LLC one of the largest advisor employers in Plano?

Vann Equity Management LLC ranks number 55 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a Vann Equity Management 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 Vann Equity Management 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.