Financial ADVSR advisor directory · SEC adviser records
Bison Investment Advisors, LLC financial advisors in The Woodlands, TX
Every SEC-registered investment adviser representative at a Bison Investment Advisors, LLC office in The Woodlands, A to Z.
The short answer
4 registered advisors work at Bison Investment Advisors, LLC in The Woodlands, out of 4 at the firm nationwide; it ranks number 34 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Bison Investment Advisors, LLC advisors in The Woodlands, A to Z
Every Bison Investment Advisors, LLC advisor →- Tara A. RomanInvestment adviser rep
- William R. SchurigInvestment adviser rep
- Dwayne M. TidwellCertified Financial Planner
- David A. TurnerCertified Financial Planner
Bison Investment Advisors, LLC advisors in every city and state →Bison Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in The Woodlands
All The Woodlands advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 68Wells Fargo Clearing Services, LLC 29Strategic Advisers LLC 23Morgan Stanley 20Edward Jones 18Charles Schwab & Co., Inc. 17J.P. Morgan Securities LLC 17Raymond James Financial Services Advisors, Inc. 17Rhame & Gorrell Wealth Management 17UBS Financial Services Inc. 17LPL Financial LLC 15Ameriprise Financial Services, LLC 14
Questions
How many financial advisors does Bison Investment Advisors, LLC have in The Woodlands?
4 investment adviser representatives are registered at Bison Investment Advisors, LLC offices in The Woodlands, 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 Bison Investment Advisors, LLC one of the largest advisor employers in The Woodlands?
Bison Investment Advisors, LLC ranks number 34 in The Woodlands by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 68.
How do I check a Bison Investment Advisors, LLC advisor in The Woodlands?
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 Bison Investment Advisors, 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.