Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Shavano Park, TX
Every SEC-registered investment adviser representative at a firm office in Shavano Park, with the firms that employ the most of them.
17 registered advisors work in Shavano Park; the most are at Edward Jones (6). 4 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Shavano Park
| Firm | Advisors in Shavano Park |
|---|---|
| Edward Jones news | 6 |
| Maridea Wealth Management | 3 |
| American Market Advisors, Inc. | 2 |
| Cypress Wealth Advisors, LLC | 1 |
| Equitable Advisors, LLC news | 1 |
| Money Positive | 1 |
| On Investment Management Co. | 1 |
| Strategic Advisers LLC | 1 |
| Tucker Asset Management LLC | 1 |
Advisors in Shavano Park, A to Z
CFP advisors in Shavano Park →- Paul M. AndersonAmerican Market Advisors, Inc. · Personal Financial Specialist
- Oscar H. BalderramaEdward Jones
- Evert Y. ChungTucker Asset Management LLC
- Amanda R. DunnMoney Positive
- Kelly M. FinleyEdward Jones
- Justin R. HannaEquitable Advisors, LLC · Certified Financial Planner
- James D. JedrziewskiMaridea Wealth Management
- Ross W. JohnsAmerican Market Advisors, Inc.
- Kenneth A. MarriottMaridea Wealth Management
- Steven R. ParkerCypress Wealth Advisors, LLC · Chartered Financial Analyst
- Marilyn J. Ramsook-LillyStrategic Advisers LLC · Certified Financial Planner
- Joseph D. RobertsonMaridea Wealth Management
- Rebecca L. SierraEdward Jones
- Jonathan C. StrandlieEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Andrew T. UllmannOn Investment Management Co. · Chartered Financial Consultant
- Kurt Von BuettnerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Richard K. Weld IIEdward Jones
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 Shavano Park, TX?
17 investment adviser representatives are registered at firm offices in Shavano Park, Texas, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Shavano Park?
Edward Jones, with 6 registered advisors in Shavano Park, followed by Maridea Wealth Management with 3.
How do I check a financial advisor in Shavano Park?
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.