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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Porter, TX

Every SEC-registered investment adviser representative at a firm office in Porter, with the firms that employ the most of them.

4 registered advisors work in Porter; the most are at Endurance Financial Planning, LLC (1). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Porter

FirmAdvisors in Porter
Endurance Financial Planning, LLC1
Morgan Stanley news1
Sovereign Wealth Advisors LLC1
State Farm Investment Management Corp.1

Advisors in Porter, A to Z

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Other cities in Texas

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Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140

Questions

How many financial advisors are in Porter, TX?

4 investment adviser representatives are registered at firm offices in Porter, Texas, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Porter?

Endurance Financial Planning, LLC, with 1 registered advisors in Porter, followed by Morgan Stanley with 1.

How do I check a financial advisor in Porter?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.