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Myra K Alport

Copperwynd Financial

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About Myra K Alport

Myra Alport is an Investment Advisor Representative at Copperwynd Financial and has been working in the financial services industry for over 16 years. Myra has held previous roles at Harbour Investments, Inc., Cambridge Investment Research, Inc., and Geneos Wealth Management, Inc. Myra is registered with the state of Arizona and holds the Series 6, Series 63, and Series 65 licenses as well as the SIE exam.

Firm Information

Myra Alport is currently registered with Copperwynd Financial. Copperwynd Financial is an investment advisory firm headquartered in Scottsdale, Arizona. The firm provides a range of services, including portfolio management for individuals, businesses, and pension plans. With a focus on individual investors, the firm manages over $530 million in assets for 1,938 clients. The firm offers educational seminars and participates in wrap fee programs.
Copperwynd Financial

14256 N. NORTHSIGHT BLVD.

SCOTTSDALE, AZ 85260

$530.55M

Assets Under Management

Not reported

Total Clients

6

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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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Myra Alport’s Registration & Firm History

AZ

01/05/2021 - Present

Copperwynd Financial (SCOTTSDALE AZ)

AZ

01/17/2018 - 06/24/2019

HARBOUR INVESTMENTS, INC. (Scottsdale AZ)

AZ

03/02/2016 - 01/22/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)

AZ

06/26/2015 - 02/26/2016

GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)

AZ

10/06/2014 - 06/19/2015

PURSHE KAPLAN STERLING INVESTMENTS (Mesa AZ)

AZ

06/19/2008 - 12/23/2013

CAMBRIDGE INVESTMENT RESEARCH, INC. (MESA AZ)

AZ

08/31/2007 - 06/26/2008

MULTI-FINANCIAL SECURITIES CORPORATION (SCOTTSDALE AZ)

AZ

11/23/2005 - 06/27/2007

CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 11/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Myra K Alport.
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