Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Sugar Land, TX
Every SEC-registered investment adviser representative at a Capital Analysts office in Sugar Land, A to Z.
6 registered advisors work at Capital Analysts in Sugar Land, out of 585 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Capital Analysts advisors in Sugar Land, A to Z
Every Capital Analysts advisor →- Jeffery C. FarrisCertified Financial Planner · Also a broker rep
- Adrian J. GonzalezAlso a broker rep
- Melissa A. HoffmanAlso a broker rep
- Kristen L. HrncirCertified Financial Planner · Also a broker rep
- Stewart A. JacobsonCertified Financial Planner · Also a broker rep
- Caitlin LittleAlso a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8
Other firms in Sugar Land
All Sugar Land advisors →Strategic Advisers LLC 27J.P. Morgan Securities LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 22LPL Financial LLC 20Ameriprise Financial Services, LLC 18Morgan Stanley 18UBS Financial Services Inc. 14Wells Fargo Clearing Services, LLC 13Edward Jones 11Wells Fargo Advisors Financial Network, LLC 10Lincoln Investment 9Rwm Capital, LLC 9
Questions
How many financial advisors does Capital Analysts have in Sugar Land?
6 investment adviser representatives are registered at Capital Analysts offices in Sugar Land, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Sugar Land?
Capital Analysts ranks number 16 in Sugar Land by registered advisors; Strategic Advisers LLC has the most, with 27.
How do I check a Capital Analysts advisor in Sugar Land?
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 Capital Analysts 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.