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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

LHA Capital Partners

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Leonard Anderson is an Investment Advisor Representative with LHA Capital Partners. Leonard has been in the industry since 2010 and has a combined 12 years of experience in the securities industry. Leonard is registered in Arizona and California and holds a Series 7 and 66 securities license. Leonard has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Scottsdale, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Leonard Leroy Hall is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Leonard has been working in the financial services industry since 2013. Leonard is registered in 28 states and holds the Series 7 and 66 licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Scottsdale, AZ

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Leslie Jackson bridges is a financial advisor at J.P. Morgan Securities LLC. Leslie has been a registered representative for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Leslie has a strong track record of success in providing financial advice and investment management services. Leslie is committed to providing clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Scottsdale, AZ

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Leslie Little, a registered investment advisor with J.P. Morgan Securities LLC, has been serving clients since 1997. Leslie's professional experience includes prior roles at Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, UBS FINANCIAL SERVICES INC., PRUDENTIAL SECURITIES INCORPORATED and VANGUARD MARKETING CORPORATION. Leslie is licensed in multiple states and holds several industry certifications, including the Series 6, 7 and 63 exams, and the SIE and Series 65 exams. Leslie has earned the respect of clients and peers alike. Leslie is a trusted advisor who helps clients achieve their financial goals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Leslie N. Ayers is a financial advisor at Osaic Wealth, Inc. Leslie has been in the industry since 2000 and is registered to provide financial advice in Arizona and California. Leslie holds several licenses and designations, including Series 6, 7, 24, 53, 63, 66, 99TO and SIE. Leslie has experience providing financial advice to individuals, businesses, and pension and profit-sharing plans. Leslie's previous employment includes positions at Woodbury Financial Services, Inc., FSC Securities Corporation, American General Securities Incorporated, SunAmerica Securities, Inc., and Sentra Securities Corporation.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc. | CFP ® (Certifications)

location

Scottsdale, AZ

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Leslie Carolyn Killgore is a financial professional with over 30 years of experience in the industry. Leslie is a Certified Financial Planner and has been registered with Charles Schwab & CO., Inc. since 2016. Prior to that, Leslie was registered with 1ST GLOBAL CAPITAL CORP. and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Leslie has a wide range of experience, including providing financial planning and investment advice. Leslie is also a board member of Hunt Memorial Hospital District.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lester Tadej is a financial advisor with over 30 years of experience in the financial services industry. Lester currently works at Osaic Wealth, Inc. and has held previous roles at Woodbury Financial Services, Inc., National Planning Corporation, and LPL Financial Corporation. Lester is registered to provide investment advisory services in Arizona, Illinois, and Texas. Lester has a strong background in securities and commodities, as evidenced by his Series 3, Series 7, and Series 66 licenses. Lester specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions. Lester is committed to providing personalized financial advice and helping clients achieve 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
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Levar Greer is a financial advisor based in Scottsdale, Arizona. He is registered with Osaic Wealth, Inc. and has been in the industry since May 10, 2023. Levar has passed the Series 7, Series 99 and SIE exams and specializes in a variety of financial planning services. Levar is also a Registered Representative of FINRA.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Levi Bunkers is a financial advisor who has been in the industry since 2006. Levi is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Levi has been working in the financial services industry for over 15 years. Levi has experience working with individuals, families, businesses, and institutions. Levi specializes in financial planning, portfolio management, and retirement planning. Levi holds the Series 6, 7, 63, 65, and 24 licenses. Levi has a strong commitment to helping clients achieve 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
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Liam Jared House-myers is an investment advisor representative with Osaic Wealth, Inc. and has been in the industry since September 16, 2014. Liam is registered to provide investment advice in Colorado, Florida and New Hampshire. Liam specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Liam holds the Series 66, 53, 24, 52, 7 and SIE licenses.

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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