Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Temple, TX
Every SEC-registered investment adviser representative at a firm office in Temple, with the firms that employ the most of them.
The short answer
39 registered advisors work in Temple; the most are at Edward Jones (9). 5 list the CFP designation and 38 are also registered broker representatives.
Firms with the most advisors in Temple
Advisors in Temple, A to Z
CFP advisors in Temple →- Jennifer L. AndersonRaymond James Financial Services Advisors, Inc.
- John L. AshPfs Investments Inc.
- Stephen AshPfs Investments Inc.
- John R. BaileyIndependent Advisor Alliance, LLC · Certified Financial Planner
- Barbara M. Cardinal-SorgeWells Fargo Clearing Services, LLC
- Jeffrey B. CoffmanRaymond James Financial Services Advisors, Inc.
- John C. ConnollyWells Fargo Clearing Services, LLC
- Thomas R. CooperWhisper Wealth Advisors LLC · Certified Financial Planner
- Jack L. CoxEdward Jones
- Amanda CruzEdward Jones
- Bryan R. DanielAmeriprise Financial Services, LLC
- G R. DanielAmeriprise Financial Services, LLC
- John R. FarwellState Farm Investment Management Corp. · Chartered Financial Consultant
- Cody D. FenoglioEdward Jones · Certified Financial Planner
- Kennedi FettigEdward Jones
- Alexander M. FryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank K. FullerMomentum Independent Network Inc.
- Trevor A. GlaserCambridge Investment Research Advisors, Inc.
- Donna M. Heatherley MartinEdward Jones
- John R. Holmes Sr.Raymond James Financial Services Advisors, Inc.
- Donny W. Hyden Jr.Edward Jones
- Austin L. KohringGwn Securities Inc.
- Arthur N. McBurnettPfs Investments Inc.
- Mark S. McIntyrePfs Investments Inc.
- Kevin W. MeyerIndependent Advisor Alliance, LLC · Certified Financial Planner
- Michael A. MontgomeryCentaurus Financial, Inc. · Personal Financial Specialist
- Tarika NathMorgan Stanley
- Eric L. PrallAmeriprise Financial Services, LLC · Certified Financial Planner
- Shannon L. RamsdellStrategic Advisers LLC
- Daryl D. RiegelEdward Jones
- Dylan C. RipleyCommonwealth Financial Network
- Joshua D. SadlerEdward Jones
- Angel J. SantiagoCommonwealth Financial Network
- Hugh D. ShineWells Fargo Clearing Services, LLC
- Johnathan H. TaylorEdward Jones
- Todd M. VincentCommonwealth Financial Network
- Tyler VincentCommonwealth Financial Network
- Stacy D. WolbrueckWells Fargo Clearing Services, LLC
- Shannon E. YoungPNC Wealth Management LLC
Other cities in Texas
All of Texas →Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140
Questions
How many financial advisors are in Temple, TX?
39 investment adviser representatives are registered at firm offices in Temple, Texas, according to the SEC's Investment Adviser Public Disclosure records. 38 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Temple?
Edward Jones, with 9 registered advisors in Temple, followed by Commonwealth Financial Network with 4.
How do I check a financial advisor in Temple?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.