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Financial ADVSR advisor directory · SEC adviser records

Holm & Baucom Wealth Advisors, LLC financial advisors in Victoria, TX

Every SEC-registered investment adviser representative at a Holm & Baucom Wealth Advisors, LLC office in Victoria, A to Z.

The short answer

3 registered advisors work at Holm & Baucom Wealth Advisors, LLC in Victoria, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Holm & Baucom Wealth Advisors, LLC advisors in Victoria, A to Z

Every Holm & Baucom Wealth Advisors, LLC advisor →

Holm & Baucom Wealth Advisors, LLC advisors in every city and state →Holm & Baucom Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Victoria

All Victoria advisors →

Edward Jones 16LPL Financial LLC 15Sather Financial Group, Inc. 8Cetera Investment Advisers LLC 5Keller Wealth Advisors 5Wells Fargo Advisors Financial Network, LLC 4Ameriprise Financial Services, LLC 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Holm & Baucom Wealth Advisors, LLC have in Victoria?

3 investment adviser representatives are registered at Holm & Baucom Wealth Advisors, LLC offices in Victoria, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Holm & Baucom Wealth Advisors, LLC one of the largest advisor employers in Victoria?

Holm & Baucom Wealth Advisors, LLC ranks number 8 in Victoria by registered advisors; Edward Jones has the most, with 16.

How do I check a Holm & Baucom Wealth Advisors, LLC advisor in Victoria?

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 Holm & Baucom Wealth 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.