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Financial ADVSR advisor directory · SEC adviser records

Orser Capital Management LLC financial advisors in Southlake, TX

Every SEC-registered investment adviser representative at a Orser Capital Management LLC office in Southlake, A to Z.

The short answer

3 registered advisors work at Orser Capital Management LLC in Southlake, out of 3 at the firm nationwide; it ranks number 29 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Orser Capital Management LLC advisors in Southlake, A to Z

Every Orser Capital Management LLC advisor →

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

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 Orser Capital Management LLC have in Southlake?

3 investment adviser representatives are registered at Orser Capital Management LLC offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Orser Capital Management LLC one of the largest advisor employers in Southlake?

Orser Capital Management LLC ranks number 29 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.

How do I check a Orser Capital Management 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 Orser Capital Management 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.