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Financial ADVSR advisor directory · SEC adviser records

Academy Capital Management financial advisors in Waco, TX

Every SEC-registered investment adviser representative at a Academy Capital Management office in Waco, A to Z.

6 registered advisors work at Academy Capital Management in Waco, out of 6 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Academy Capital Management advisors in Waco, A to Z

Every Academy Capital Management advisor →

Academy Capital Management advisors in every city and state →Academy Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Waco

All Waco advisors →

Edward Jones 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Stifel, Nicolaus & Company, Incorporated 9Disciplined Investors, L.L.C. 7Morgan Stanley 7Wells Fargo Clearing Services, LLC 7LPL Financial LLC 6Raymond James Financial Services Advisors, Inc. 6Winnacle Wealth, LLC 4Investors Brokerage Of Texas, Ltd. 3Osaic Wealth, Inc. 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Academy Capital Management have in Waco?

6 investment adviser representatives are registered at Academy Capital Management offices in Waco, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Academy Capital Management one of the largest advisor employers in Waco?

Academy Capital Management ranks number 7 in Waco by registered advisors; Edward Jones has the most, with 19.

How do I check a Academy Capital Management advisor in Waco?

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 Academy Capital Management 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.