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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wylie, TX

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

25 registered advisors work in Wylie; the most are at Edward Jones (4). 0 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Wylie

FirmAdvisors in Wylie
Edward Jones news4
LPL Financial LLC news4
State Farm Investment Management Corp.4
Ameriprise Financial Services, LLC news2
7 Saturdays Financial1
Better Pockets Financial1
Cetera Investment Advisers LLC news1
Empower Advisory Group, LLC1
Federated Global Investment Management Corp.1
Federated Investment Counseling1
J.P. Morgan Securities LLC news1
Mdt Advisers, A Division Of Federated Mdta LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Prime Personal Finance1
Raymond James Financial Services Advisors, Inc. news1
Strategic Advisers LLC1
Tlg Advisors, Inc.1

Advisors in Wylie, A to Z

Search all of Texas →

Other cities in Texas

All of Texas →

Houston 5,014Dallas 4,082Austin 3,691Plano 3,256San Antonio 1,899Fort Worth 1,700Westlake 1,495Frisco 804The Woodlands 588Southlake 343Sugar Land 331El Paso 266McKinney 241Lubbock 233Katy 225Tyler 219Arlington 207Irving 198Richardson 193Corpus Christi 186Spring 171Amarillo 165Addison 147Allen 147

Questions

How many financial advisors are in Wylie, TX?

25 investment adviser representatives are registered at firm offices in Wylie, Texas, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Wylie?

Edward Jones, with 4 registered advisors in Wylie, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Wylie?

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.