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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Westslake, TX

Every SEC-registered investment adviser representative at a firm office in Westslake, with the firms that employ the most of them.

The short answer

1 registered advisors work in Westslake; the most are at Schwab Wealth Advisory, Inc. (1). 1 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Westslake

FirmAdvisors in Westslake
Schwab Wealth Advisory, Inc. news1

Advisors in Westslake, A to Z

CFP advisors in Westslake →

Other cities in Texas

All of Texas →

Houston 5,234Dallas 4,233Austin 3,897Plano 3,477San Antonio 1,999Fort Worth 1,783Westlake 1,637Frisco 839The Woodlands 621Southlake 358Sugar Land 338El Paso 282McKinney 279Katy 238Lubbock 238Tyler 223Arlington 218Irving 213Richardson 200Corpus Christi 196Spring 179Amarillo 167Addison 163Allen 161

Questions

How many financial advisors are in Westslake, TX?

1 investment adviser representatives are registered at firm offices in Westslake, Texas, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Westslake?

Schwab Wealth Advisory, Inc., with 1 registered advisors in Westslake.

How do I check a financial advisor in Westslake?

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.