Financial ADVSR advisor directory · SEC adviser records
49 Financial financial advisors in Richardson, TX
Every SEC-registered investment adviser representative at a 49 Financial office in Richardson, A to Z.
5 registered advisors work at 49 Financial in Richardson, out of 140 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
49 Financial advisors in Richardson, A to Z
Every 49 Financial advisor →- Cami A. EngelbertInvestment adviser rep
- Garrett A. NewberryInvestment adviser rep
- Timothy M. RodgersAlso a broker rep
- Matthew K. SimsAlso a broker rep
- Kyle J. SweeneyAlso a broker rep
49 Financial advisors in every city and state →49 Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
49 Financial advisors in other cities
Austin, TX 91Charlotte, NC 9Leawood, KS 8Atlanta, GA 7El Segundo, CA 3Minneapolis, MN 3Rogers, AR 3Jacksonville, FL 2Memorial, TX 2Daphne, AL 1East Greenville, PA 1Edina, MN 1El Segunda, CA 1Houston, TX 1Ledgewood, NJ 1
Other firms in Richardson
All Richardson advisors →Ameriprise Financial Services, LLC 22Lemnis Capital 12Cetera Investment Advisers LLC 11J.P. Morgan Securities LLC 11State Farm Investment Management Corp. 11Edward Jones 9Generational Wealth Advisors 9Osaic Wealth, Inc. 8LPL Financial LLC 7Dhl Wealth Management LLC 5Orion Wealth Management LLC 5Strategic Advisers LLC 5
Questions
How many financial advisors does 49 Financial have in Richardson?
5 investment adviser representatives are registered at 49 Financial offices in Richardson, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 140 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is 49 Financial one of the largest advisor employers in Richardson?
49 Financial ranks number 10 in Richardson by registered advisors; Ameriprise Financial Services, LLC has the most, with 22.
How do I check a 49 Financial advisor in Richardson?
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 49 Financial 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.