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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Rowlett, TX

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

The short answer

18 registered advisors work in Rowlett; the most are at Edward Jones (3). 0 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Rowlett

FirmAdvisors in Rowlett
Edward Jones news3
LPL Financial LLC news2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Flb Capital Management, LLC1
J.P. Morgan Securities LLC news1
Kovack Advisors, Inc.1
Mercer Global Advisors Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nestegg Wealth Advisors1
Raymond James Financial Services Advisors, Inc. news1
Szafran Capital Management, LLC1
Whitestone Wealth Advisors, LLC1

Advisors in Rowlett, A to Z

Search all of Texas →

Other cities in Texas

All of Texas →

Houston 4,763Dallas 3,908Austin 3,508Plano 3,160San Antonio 1,771Fort Worth 1,645Westlake 1,460Frisco 765The Woodlands 552Southlake 325Sugar Land 309El Paso 251McKinney 226Lubbock 219Katy 218Tyler 199Arlington 197Irving 190Richardson 189Corpus Christi 173Spring 163Amarillo 153Addison 139Allen 139

Questions

How many financial advisors are in Rowlett, TX?

18 investment adviser representatives are registered at firm offices in Rowlett, Texas, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Rowlett?

Edward Jones, with 3 registered advisors in Rowlett, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Rowlett?

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.