Financial ADVSR advisor directory · SEC adviser records
Bakeravenue financial advisors in Southlake, TX
Every SEC-registered investment adviser representative at a Bakeravenue office in Southlake, A to Z.
The short answer
5 registered advisors work at Bakeravenue in Southlake, out of 29 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Bakeravenue advisors in Southlake, A to Z
Every Bakeravenue advisor →- Jonathan M. BernsteinCertified Financial Planner
- Geoffrey D. ErwinCertified Financial Planner
- Sanden LeaversInvestment adviser rep
- Austin J. RoeslerCertified Financial Planner
- Scott C. StephensInvestment adviser rep
Bakeravenue advisors in every city and state →Bakeravenue: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bakeravenue advisors in other cities
San Francisco, CA 15Del Mar, CA 2New York, NY 2Alpharette, GA 1Austin, TX 1Clearwater, FL 1Houston, TX 1Pasadena, CA 1
Other firms in Southlake
All Southlake advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Wells Fargo Clearing Services, LLC 20Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8
Questions
How many financial advisors does Bakeravenue have in Southlake?
5 investment adviser representatives are registered at Bakeravenue offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 29 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Bakeravenue one of the largest advisor employers in Southlake?
Bakeravenue ranks number 16 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.
How do I check a Bakeravenue advisor in Southlake?
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 Bakeravenue 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.