Financial advisers in Addison, Texas
5 profiles with reported offices in Addison, Texas. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- David OconnorManaging Member, President and Chief Compliance OfficerWaterford Capital Investment Advisory ServicesCRD 2143494
- David PiotrowskiInvestment adviser representativeWaterford Capital Investment Advisory ServicesCRD 2942225
Paul MichelCEO, CCO & Managing MemberProvident Financial PlanningCRD 5573836- Zackary SmutzerInvestment adviser representativeSage Wealth PlanningCRD 7755816
- Alexander WilsonInvestment adviser representativeProvident Financial PlanningCRD 8216285
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.