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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Woodway, TX

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

18 registered advisors work in Woodway; the most are at Edward Jones (6). 2 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Woodway

FirmAdvisors in Woodway
Edward Jones news6
Oneseven3
Thrivent Investment Management Inc.3
LPL Financial LLC news2
State Farm Investment Management Corp.2
Eagle Strategies LLC1
Open Range Financial Group, LLC1

Advisors in Woodway, A to Z

CFP advisors in Woodway →

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 Woodway, TX?

18 investment adviser representatives are registered at firm offices in Woodway, Texas, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Woodway?

Edward Jones, with 6 registered advisors in Woodway, followed by Oneseven with 3.

How do I check a financial advisor in Woodway?

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.