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Financial ADVSR advisor directory · SEC adviser records

Focus Partners Wealth, LLC financial advisors in Southlake, TX

Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Southlake, A to Z.

The short answer

2 registered advisors work at Focus Partners Wealth, LLC in Southlake, out of 952 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Focus Partners Wealth, LLC advisors in Southlake, A to Z

Every Focus Partners Wealth, LLC advisor →

Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Focus Partners Wealth, LLC advisors in other cities

St. Louis, MO 151Chicago, IL 53Atlanta, GA 32Boston, MA 30Deerfield, IL 27Scottsdale, AZ 22Clayton, MO 21Wellesley, MA 21Menlo Park, CA 19Nashville, TN 17Denver, CO 16Indianapolis, IN 15New York, NY 15Seattle, WA 15Westport, CT 15

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 Focus Partners Wealth, LLC have in Southlake?

2 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Focus Partners Wealth, LLC one of the largest advisor employers in Southlake?

Focus Partners Wealth, LLC ranks number 20 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.

How do I check a Focus Partners Wealth, LLC 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 Focus Partners Wealth, LLC 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.