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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Salado, TX

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

9 registered advisors work in Salado; the most are at The Personal Wealth Coach (3). 2 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Salado

FirmAdvisors in Salado
The Personal Wealth Coach3
Centennial Advisors, LLC1
Eagle Strategies LLC1
Glasgow Partners, LLC1
Momentum Independent Network Inc.1
PNC Wealth Management LLC1
Pfs Investments Inc.1

Advisors in Salado, A to Z

CFP advisors in Salado →

Other cities in Texas

All of Texas →

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 Salado, TX?

9 investment adviser representatives are registered at firm offices in Salado, Texas, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Salado?

The Personal Wealth Coach, with 3 registered advisors in Salado, followed by Centennial Advisors, LLC with 1.

How do I check a financial advisor in Salado?

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.