TEXAS STOCKS
TEXAS STOCKS
What are the requirements to become a registered financial advisor in the state of texas?
I want to become a fee only financial advisor and not sell any stocks or insurance. Does the state require series 63 or 65 or 66 license. Any other licenses that I need to have?
In Texas to become a CFA you must have a U.S. Bachelor's or equivalent degree be in the final year of your degree program or have 4 years qualified professional work experience. You must also meet the requirements of the professional conduct admission criteria, and be approved by the board.
There are also exams you must pass
there is a web site that outlines in more detail the information you are looking for
http://www.cfainstitute.org/cfaprog/faq.html
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