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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Willow Park, TX

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

10 registered advisors work in Willow Park; the most are at Edward Jones (3). 1 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Willow Park

FirmAdvisors in Willow Park
Edward Jones news3
Strategic Advisers LLC3
Cambridge Investment Research Advisors, Inc. news1
Kestra Advisory Services, LLC news1
Raymond James Financial Services Advisors, Inc. news1
United Planners' Financial Services Of America A Limited Partner1

Advisors in Willow Park, A to Z

CFP advisors in Willow Park →

Other cities in Texas

All of Texas →

Houston 4,722Dallas 3,888Austin 3,485Plano 3,132San Antonio 1,754Fort Worth 1,631Westlake 1,473Frisco 758The Woodlands 540Southlake 325Sugar Land 305El Paso 249McKinney 245Katy 219Lubbock 217Arlington 200Irving 193Tyler 190Richardson 181Corpus Christi 173Spring 157Amarillo 150Addison 148Allen 140

Questions

How many financial advisors are in Willow Park, TX?

10 investment adviser representatives are registered at firm offices in Willow Park, Texas, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Willow Park?

Edward Jones, with 3 registered advisors in Willow Park, followed by Strategic Advisers LLC with 3.

How do I check a financial advisor in Willow Park?

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.