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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Dixon is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Joshua has been in the financial industry for over 2 years and has a Series 7, Series 63, and SIE license. Joshua has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutions. Joshua is committed to providing personalized service and helping clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Vanguard Advisers, Inc.

location

Scottsdale, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Buckingham is a financial advisor registered with Vanguard Advisers, Inc. in Arizona and Texas. Joshua Buckingham is an active advisor. Joshua Buckingham has been in the industry since May 7, 2017. Joshua Buckingham has previously worked with VANGUARD MARKETING CORPORATION. Joshua Buckingham has passed the Series 63, Series 66, Series 7 and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joshua Williams is a financial advisor with Equitable Advisors, LLC and has been in the industry since 2019. Joshua Williams is a licensed advisor in Arizona, Ohio, Texas and Virginia. Joshua Williams is a licensed advisor with the following certifications: Series 65, Series 63, Series 24, Series 7TO and SIE. Equitable Advisors, LLC has a total of 81035 client accounts with $32,266,275,228 in assets under management.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Casper is a registered representative with Vanguard Advisers, Inc., and is licensed in Arizona and Texas. Joshua has been in the industry since August 2008 and is currently based in Scottsdale, Arizona. Joshua holds the Series 6, 7, 24 and 66 securities licenses, as well as the SIE. Joshua is a non-public arbitrator for FINRA.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

26 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Joshua Paul Aylesworth is an investment advisor representative with Raymond James & Associates, Inc. Joshua has been in the industry since 1999 and holds the Series 7, Series 63, Series 31 and Series 65 licenses. Joshua is also a Certified Financial Planner. In addition to working with Raymond James & Associates, Inc., Joshua also worked with WELLS FARGO ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in the past. Joshua has registered with FINRA and the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Gordon Novess is a financial advisor currently registered with Vanguard Advisers, Inc. Joshua has 6 years of experience in the financial services industry. Prior to joining Vanguard Advisers, Inc., Joshua was affiliated with CHARLES SCHWAB & CO., INC.. Joshua has a Series 66 license for both Broker-Dealer and Investment Advisor and a Series 63 license for Broker-Dealer. Joshua is registered in Arizona as a broker-dealer and in Arizona and Texas as an Investment Advisor. Joshua specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Joshua also provides financial planning and selection of other advisors services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Premier Southwest Planning Group, LLC

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Joshua Gifford is a financial advisor at Premier Southwest Planning Group, LLC. He has been in the financial services industry since 2014. Joshua specializes in providing financial planning, pension consulting and educational seminars to individuals, families and small businesses. Joshua holds a Series 65 license. He is also a board member of Prefund the Police, a non-profit organization. Joshua has a strong commitment to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Scottsdale, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Joy E. Briceland is an investment advisor representative, registered with the state of Arizona, and holds the Series 66 and Series 63 licenses. Joy has been in the industry since June 2021, and is currently employed with Charles Schwab & Co., Inc. Joy has experience working in various financial institutions including Wells Fargo Bank and Charles Schwab Bank, SSB. Joy is a registered representative with Charles Schwab & Co., Inc. with experience in the areas of financial planning and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Joyce Lynn Pearson is a financial advisor with LPL Financial LLC, where she has been registered since April 2005. Joyce has over 35 years of experience in the financial services industry. Joyce is registered with the following states: Arizona, California, Colorado, Illinois, Kansas, Michigan, Oregon, Virginia, and Washington. Joyce is also licensed to sell securities in the following states: Illinois, Kansas, and Washington. Joyce holds the Series 3, Series 7, and Series 63 licenses. Joyce has worked in the financial services industry since October 1986. Joyce’s previous experience includes roles with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Prime Capital Services, Inc., Simmons & Bishop Co. Inc., Boettcher & Company, Inc., and E. F. Hutton & Company Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Joyce Flanders is a financial advisor with over 35 years of experience in the industry. Joyce currently works at Osaic Wealth, Inc. where she specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Joyce has a strong track record of success in helping clients achieve their financial goals. She is committed to providing personalized service and building long-term relationships with her clients.

SPECIALIZATIONS

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

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