Financial ADVSR advisor directory · SEC adviser records
Financial advisors in San Angelo, TX
Every SEC-registered investment adviser representative at a firm office in San Angelo, with the firms that employ the most of them.
The short answer
72 registered advisors work in San Angelo; the most are at Edward Jones (16). 7 list the CFP designation and 61 are also registered broker representatives.
Firms with the most advisors in San Angelo
| Firm | Advisors in San Angelo |
|---|---|
| Edward Jones news | 16 |
| LPL Financial LLC news | 9 |
| Raymond James Financial Services Advisors, Inc. news | 9 |
| Ameriprise Financial Services, LLC news | 7 |
| Wells Fargo Clearing Services, LLC news | 6 |
| Plagens & Taylor Wealth Management | 5 |
| UBS Financial Services Inc. news | 4 |
| Cetera Investment Advisers LLC news | 3 |
| Outlier Financial Partners, LLC | 3 |
| State Farm Investment Management Corp. | 3 |
| Beta Financial Advisors | 1 |
| Circadia Financial Planning | 1 |
| Equitable Advisors, LLC news | 1 |
| First Command Advisory Services | 1 |
| International Assets Investment Management, LLC | 1 |
| Spc | 1 |
| Strategic Financial Concepts, LLC | 1 |
Advisors in San Angelo, A to Z
CFP advisors in San Angelo →- Kaylyn G. AlexanderUBS Financial Services Inc.
- Robert G. AllcornWells Fargo Clearing Services, LLC · Certified Financial Planner
- Rebecca L. ArnoldSpc
- Michael R. BarnesUBS Financial Services Inc.
- Marcela BecerraWells Fargo Clearing Services, LLC
- Gregory T. BratcherState Farm Investment Management Corp.
- Levi T. CalhounOutlier Financial Partners, LLC
- Cody J. ClementsEdward Jones
- Chad P. CurrieEdward Jones · Certified Financial Planner
- Sharon D. DeitermanAmeriprise Financial Services, LLC
- Connor DierschkeAmeriprise Financial Services, LLC
- Miles DuncanLPL Financial LLC
- Lisa K. EadyLPL Financial LLC · Certified Financial Planner
- Samuel E. EdwardsWells Fargo Clearing Services, LLC
- Tomas Flores Jr.Wells Fargo Clearing Services, LLC
- Don E. FosterRaymond James Financial Services Advisors, Inc.
- James L. FreemanEdward Jones
- Jason T. FuchsEdward Jones
- Maverick N. GadberryEdward Jones
- Barton F. GambleEdward Jones
- Trevor R. GilbertEdward Jones
- Nathan GranzinOutlier Financial Partners, LLC
- Mason B. HeflinEdward Jones · Certified Financial Planner
- Ferd C. HoefsRaymond James Financial Services Advisors, Inc.
- Jordan N. HohenseeAmeriprise Financial Services, LLC
- William L. Holmes IIILPL Financial LLC
- Richard W. HowardRaymond James Financial Services Advisors, Inc.
- Jonathan H. HughesEdward Jones
- Barry D. JacksonEdward Jones
- Andrew J. JohnsonFirst Command Advisory Services
- Wayne A. KnightRaymond James Financial Services Advisors, Inc.
- Sarah LanceEdward Jones
- Sterling K. MarschallAmeriprise Financial Services, LLC
- Maria J. MartinezWells Fargo Clearing Services, LLC
- Samantha C. McIntyreCetera Investment Advisers LLC
- Flynn McNabbPlagens & Taylor Wealth Management
- Lance E. ModawellLPL Financial LLC
- Colin D. MortimoreAmeriprise Financial Services, LLC
- Keith D. MortimoreAmeriprise Financial Services, LLC
- Tommy E. NealEdward Jones
- Dustin R. NewtonRaymond James Financial Services Advisors, Inc.
- Justin M. OwenOutlier Financial Partners, LLC
- Ashley M. PaloutzianLPL Financial LLC
- Stephanie A. PeddyCetera Investment Advisers LLC
- Spencer J. PlagensPlagens & Taylor Wealth Management
- Whitney E. PyleEdward Jones
- Gary D. ReedLPL Financial LLC
- Walter P. ReedLPL Financial LLC
- Zachary C. ReyesCircadia Financial Planning · Certified Financial Planner
- Charles D. RobertsonPlagens & Taylor Wealth Management
- Cecil A. RossInternational Assets Investment Management, LLC
- Daniel M. RuizWells Fargo Clearing Services, LLC
- Thomas G. SeabourneBeta Financial Advisors · Certified Financial Planner
- Laqueta A. ShelburneCetera Investment Advisers LLC
- Stephen K. SherrodRaymond James Financial Services Advisors, Inc.
- Bailey B. SmithRaymond James Financial Services Advisors, Inc.
- Timothy A. SmithState Farm Investment Management Corp.
- Gregory D. StephensLPL Financial LLC
- Colleen E. SullivanRaymond James Financial Services Advisors, Inc.
- Katy L. TaylorPlagens & Taylor Wealth Management
- Luke TaylorAmeriprise Financial Services, LLC
- Rusty J. TaylorPlagens & Taylor Wealth Management
- Travis L. TaylorEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Benjamin B. VillarrealState Farm Investment Management Corp. · Chartered Financial Consultant
- Christopher S. WardRaymond James Financial Services Advisors, Inc.
- Dee Jay WildeUBS Financial Services Inc.
- Ruth F. WildeUBS Financial Services Inc.
- Jack WilkinsonLPL Financial LLC
- Davis WoodfinEdward Jones
- Lloyd N. Woodfin Jr.Edward Jones
- Edward C. YaleStrategic Financial Concepts, LLC · Chartered Financial Analyst
- Robert F. ZeschEquitable Advisors, LLC
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 San Angelo, TX?
72 investment adviser representatives are registered at firm offices in San Angelo, Texas, according to the SEC's Investment Adviser Public Disclosure records. 61 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in San Angelo?
Edward Jones, with 16 registered advisors in San Angelo, followed by LPL Financial LLC with 9.
How do I check a financial advisor in San Angelo?
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.