Financial ADVSR advisor directory · SEC adviser records
Swbc Investment Company financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a Swbc Investment Company office in San Antonio, A to Z.
The short answer
16 registered advisors work at Swbc Investment Company in San Antonio, out of 17 at the firm nationwide; it ranks number 31 in the city by advisors. 3 list the CFP designation and 16 are also registered broker representatives.
Swbc Investment Company advisors in San Antonio, A to Z
Every Swbc Investment Company advisor →- Joan H. ClevelandChartered Financial Consultant · Also a broker rep
- Hunter DarlingAlso a broker rep
- Christopher R. DewlenAlso a broker rep
- Christopher C. ElbrechtAlso a broker rep
- Stephanie E. FloresAlso a broker rep
- Kyle D. HittleAlso a broker rep
- Alejandro G. IretaCertified Financial Planner · Also a broker rep
- Cameron R. KnightCertified Financial Planner · Also a broker rep
- Joshua B. LynchChartered Financial Analyst · Also a broker rep
- Paul K. Marshall IIIAlso a broker rep
- Ryan G. RiffeAlso a broker rep
- Thomas L. SherwoodAlso a broker rep
- Roger A. VersteegCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Brett D. WalkerAlso a broker rep
- Colton P. WashingtonAlso a broker rep
- Jamie L. WisecarverAlso a broker rep
Swbc Investment Company advisors in every city and state →Swbc Investment Company: assets, clients and custodians →Advisor Moves: who changed firms this week →
Swbc Investment Company advisors in other cities
Other firms in San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 133Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Frost Investment Services 81Morgan Stanley 78LPL Financial LLC 77Capital Client Group, Inc. 56Edward Jones 55Strategic Advisers LLC 55Victory Capital Management Inc. 55Ameriprise Financial Services, LLC 47State Farm Investment Management Corp. 43Usaa Investment Services Company 38
Questions
How many financial advisors does Swbc Investment Company have in San Antonio?
16 investment adviser representatives are registered at Swbc Investment Company offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 3 list the CFP designation and 16 are also registered as broker representatives.
Is Swbc Investment Company one of the largest advisor employers in San Antonio?
Swbc Investment Company ranks number 31 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 133.
How do I check a Swbc Investment Company advisor in San Antonio?
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 Swbc Investment Company 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.