Financial ADVSR advisor directory · SEC adviser records
Oppenheimer & Co. Inc. financial advisors in The Woodlands, TX
Every SEC-registered investment adviser representative at a Oppenheimer & Co. Inc. office in The Woodlands, A to Z.
The short answer
7 registered advisors work at Oppenheimer & Co. Inc. in The Woodlands, out of 1,086 at the firm nationwide; it ranks number 19 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Oppenheimer & Co. Inc. advisors in The Woodlands, A to Z
Every Oppenheimer & Co. Inc. advisor →- Trent A. BirdsongCertified Financial Planner · Also a broker rep
- Sherry L. BuhrleAlso a broker rep
- David D. DellingerAlso a broker rep
- Diana DiazAlso a broker rep
- Jorge A. HollanderAlso a broker rep
- Dineen HughesCertified Financial Planner · Also a broker rep
- Roberto SanchezAlso a broker rep
Oppenheimer & Co. Inc. advisors in every city and state →Oppenheimer & Co. Inc.: assets, clients and custodians →Oppenheimer news and advisor moves →Advisor Moves: who changed firms this week →
Oppenheimer & Co. Inc. advisors in other cities
New York, NY 223Chicago, IL 53Coral Gables, FL 35Houston, TX 35St. Louis, MO 33Bellevue, WA 28Boston, MA 28Seattle, WA 24Stamford, CT 24Washington, DC 24San Francisco, CA 23Los Angeles, CA 22Jericho, NY 21Birmingham, MI 20Atlanta, GA 18
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 Oppenheimer & Co. Inc. have in The Woodlands?
7 investment adviser representatives are registered at Oppenheimer & Co. Inc. offices in The Woodlands, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,086 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Oppenheimer & Co. Inc. one of the largest advisor employers in The Woodlands?
Oppenheimer & Co. Inc. ranks number 19 in The Woodlands by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 68.
How do I check a Oppenheimer & Co. Inc. 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 Oppenheimer & Co. Inc. 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.