Financial ADVSR advisor directory · SEC adviser records
Tl Private Wealth financial advisors in Southlake, TX
Every SEC-registered investment adviser representative at a Tl Private Wealth office in Southlake, A to Z.
The short answer
4 registered advisors work at Tl Private Wealth in Southlake, out of 4 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Tl Private Wealth advisors in Southlake, A to Z
Every Tl Private Wealth advisor →- William J. ByrumInvestment adviser rep
- John G. JacobsonInvestment adviser rep
- Brad C. LittleCertified Financial Planner
- Dustin R. TondreCertified Financial Planner
Tl Private Wealth advisors in every city and state →Tl Private Wealth: 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 Tl Private Wealth have in Southlake?
4 investment adviser representatives are registered at Tl Private Wealth offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Tl Private Wealth one of the largest advisor employers in Southlake?
Tl Private Wealth ranks number 22 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.
How do I check a Tl Private Wealth 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 Tl Private Wealth 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.