Invested Better
Selection of Other Advisors Advisors in Phoenix, Arizona
1,402 Results
Unclaimed
location

PHOENIX, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Supita is a financial advisor with over 15 years of experience in the financial services industry. Aaron is currently registered with Morgan Stanley in Phoenix, Arizona. Aaron has held previous positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Aaron holds a variety of securities licenses, including Series 6, 7, 24, 63, and 65.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

LPL Enterprise, LLC

location

Phoenix, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Wesley Howard is a financial advisor with LPL Enterprise, LLC. Aaron holds a Series 7TO, Series 63 and Series 65 license. Aaron has been in the financial industry since 2021. Aaron specializes in providing financial advice to individuals, families, and businesses. Aaron also offers educational seminars and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

Phoenix, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Martin Thomas is a financial advisor with Ameriprise Financial Services, LLC. Aaron has been in the industry since 2007. Aaron is licensed in 16 states and is registered with FINRA. Aaron specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Commonwealth Financial Network

location

Phoenix, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Lee Albers is a financial advisor at Commonwealth Financial Network, a firm with over 2500 licensed agents and 3300 investment advisor representatives. Aaron specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Aaron has passed the Series 7TO, SIE, and Series 66 exams, and is registered with the state of Arizona.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Camelback Capital Management, LLC

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Aaron Lawson is a registered Investment Advisor Representative in Arizona, currently working with Camelback Capital Management, LLC. Aaron has been working in the financial services industry since 1997. Aaron holds a Series 65, Series 7, Series 63 and Series 4 license. Lawson has previous experience with First Financial Equity Corporation, Silber Bennett Financial, Inc., Lawson Financial Corporation and Princor Financial Services Corporation.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Phoenix, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Jack Martin is a financial advisor with Edward Jones. Aaron has been working in the financial industry since 2012. He is registered with the state of Arizona and is a Series 66 and Series 7 licensed professional. Aaron is also a licensed investment advisor and has been registered with the state of Texas since 2019. Aaron is a registered representative of Edward Jones and offers a range of financial services including financial planning, portfolio management and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Schwab Wealth Advisory, Inc.

location

PHOENIX, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Adams Brencick Read is a financial advisor at Schwab Wealth Advisory, Inc. Abigail has been in the financial industry since October 23, 2002. Abigail has been registered with Schwab Wealth Advisory, Inc. since April 2014 and is licensed to provide advisory services in Arizona and Texas. Abigail has a strong background in financial planning and portfolio management. Abigail is committed to providing her clients with personalized financial advice and investment solutions to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Edelman Financial Engines

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Abigail Elizabeth Toye is an investment advisor representative with Edelman Financial Engines. Abigail is registered with the state of Arizona and Texas. Abigail has been in the financial industry for a number of years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Edelman Financial Engines, Abigail worked for Cetera Investment Services LLC and Foresters Financial Services. Abigail is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

PHOENIX, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Abraham Gamez is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since November 17, 2018. Abraham Gamez is registered with FINRA and the states of Arizona and Texas. Abraham Gamez offers a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Lincoln Investment | CFP ® (Certifications)

location

Phoenix, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Adam Pearce is a financial advisor with over 20 years of experience in the industry. He has a strong track record of success in providing financial advice to individuals, families, and businesses. Adam is a Certified Financial Plannerâ„¢ and holds a variety of licenses and certifications, including Series 6, 7, 24, 63, and 66. Adam is currently affiliated with Lincoln Investment and Capital Analysts. Adam has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Adam is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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