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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Openair Financial, LLC financial advisors in Southlake, TX

Every SEC-registered investment adviser representative at a Openair Financial, LLC office in Southlake, A to Z.

The short answer

2 registered advisors work at Openair Financial, LLC in Southlake, out of 6 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Openair Financial, LLC advisors in Southlake, A to Z

Every Openair Financial, LLC advisor →

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

Openair Financial, LLC advisors in other cities

Dallas, TX 3

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 Openair Financial, LLC have in Southlake?

2 investment adviser representatives are registered at Openair Financial, LLC offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Openair Financial, LLC one of the largest advisor employers in Southlake?

Openair Financial, LLC ranks number 28 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.

How do I check a Openair Financial, 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 Openair Financial, 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.