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Eileen Mariel Proud

WT Wealth Management, LLC

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About Eileen Mariel Proud

Eileen Mariel Proud is an investment advisor representative at WT Wealth Management, LLC. Eileen has been in the industry for over 40 years and is licensed in Arizona, California, Georgia, Idaho, Nevada, Oregon and Washington. Eileen is also a member of True Financial Wealth Management Firm, LLC in Tampa, Florida. Eileen is a dedicated financial advisor who focuses on providing financial planning and investment management services to individuals, families, and businesses. Eileen's experience and commitment to her clients make her a valuable asset to WT Wealth Management, LLC.

Firm Information

Eileen Proud is currently registered with WT Wealth Management, LLC. WT Wealth Management, LLC is an independent wealth management firm based in Scottsdale, Arizona. With a team of 15 investment adviser representatives and 5 licensed agents, they offer a range of financial planning, investment management, and retirement planning services. WT Wealth Management serves a diverse clientele, including individuals, families, charitable organizations, and corporations, with a focus on providing personalized, tailored strategies. The firm manages over $311 million in assets, demonstrating their expertise and commitment to client success.
WT Wealth Management, LLC

7161 EAST RANCHO VISTA DRIVE

SCOTTSDALE, AZ 85251

$311.11M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuities

Variable annuities

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for educational seminars

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Eileen Proud’s Registration & Firm History

AZ

07/13/2016 - Present

WT Wealth Management, LLC (SCOTTSDALE AZ)

AZ

01/02/2008 - 04/30/2013

FINANCIAL ADVISERS OF AMERICA, LLC (SEDONA AZ)

AZ

09/17/2002 - 01/30/2008

GIRARD SECURITIES, INC. (TUCSON AZ)

AZ

07/30/1985 - 09/26/2002

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

NA

01/28/1982 - 08/07/1985

PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED

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Licenses & Designations

IA

Issued 08/04/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/1982

Series 24 - General Securities Principal Examination

BC

Issued 12/19/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eileen Mariel Proud.
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