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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Marcos, TX

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

34 registered advisors work in San Marcos; the most are at Edward Jones (10). 0 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in San Marcos

FirmAdvisors in San Marcos
Edward Jones news10
Pfs Investments Inc.7
State Farm Investment Management Corp.3
Equitable Advisors, LLC news2
LPL Financial LLC news2
Advisory Services Network1
Empower Advisory Group, LLC1
Foundations Investment Advisors LLC1
Frost Investment Services1
Gwn Securities Inc.1
MML Investors Services, LLC1
Money Concepts Capital Corp.1
Mountain Flower Investments & Planning, LLC1
Q3 Advisors, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in San Marcos, A to Z

Search all of Texas →

Other cities in Texas

All of Texas →

Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147

Questions

How many financial advisors are in San Marcos, TX?

34 investment adviser representatives are registered at firm offices in San Marcos, Texas, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in San Marcos?

Edward Jones, with 10 registered advisors in San Marcos, followed by Pfs Investments Inc. with 7.

How do I check a financial advisor in San Marcos?

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.