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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Heaton is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Timothy has been in the financial industry since October 1, 2005. Timothy is a licensed investment advisor representative in Nebraska. Timothy's prior experience includes positions with Securities America, Inc. and Mutual of Omaha Investor Services, Inc.

SPECIALIZATIONS

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

Scottsdale, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Bryan is an investment advisor representative with Morgan Stanley. Timothy has been in the financial industry since March 2001. Timothy is registered with FINRA and the state of Arizona as a broker-dealer and investment advisor. Timothy is also registered with the state of Texas as a broker-dealer and investment advisor. Timothy provides a range of investment services, including portfolio management for individuals, businesses, and investment companies, as well as financial planning and asset allocation advice. Timothy has previously been registered with Ameriprise Financial Services, LLC and Citigroup Global Markets Inc.

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

Trajan Wealth, LLC

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Timothy Lambros is an investment advisor representative for Trajan Wealth, LLC and has been working in the financial services industry since 2012. Timothy is registered as an investment advisor representative in Arizona. The representative is also licensed as an insurance agent. Timothy is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Timothy is available to clients at the firm's Scottsdale or Tucson offices.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SCOTTSDALE, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Street is an investment advisor representative with J.P. Morgan Securities LLC in Scottsdale, Arizona. Timothy has been in the securities industry since 2011 and has experience working with individuals, high-net-worth individuals, corporations, and institutions. Timothy has a strong track record of providing financial advice and portfolio management services.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

SCOTTSDALE, AZ

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Wise is a financial advisor at Valic Financial Advisors, Inc. Timothy has been in the financial industry since March 11, 2020. Timothy is registered to provide investment advice in Arizona. Timothy also has a Series 66, Series 7TO, and Series 6TO license. Timothy's experience includes providing financial advice to high-net-worth individuals, corporations, and other businesses. Timothy specializes in providing investment advice, financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Brighton Jones LLC | CFP ® (Certifications)

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Timothy Mcintyre Amen is an investment advisor representative with Brighton Jones LLC. Timothy holds a Series 63, Series 66, and Series 7 license and is a Certified Financial Planner. Timothy has been with Brighton Jones LLC since March 2012. Prior to that, Timothy worked at Charles Schwab & Co., Inc. in Phoenix, Arizona from 2006 to 2012. Timothy's primary office is located in Scottsdale, Arizona. The firm also has offices in Seattle, Washington.

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 Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

SCOTTSDALE, AZ

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Duffy Cowdrey is a financial advisor with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Timothy has been in the industry since 1995 and has experience working with various clients, including individuals, corporations, and charitable organizations. Timothy holds Series 7, 9, 10, 24, 31, and 66 licenses and has been registered with FINRA and the states of Texas and Arizona since 2009. Timothy has also held previous registrations with BANC of America Investment Services, Inc., FOX & COMPANY INVESTMENTS INC., CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Timothy's expertise includes financial planning, portfolio management, and providing services to public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

SCOTTSDALE, AZ

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Ryan Smith is an investment advisor representative who is registered with Edward Jones. Timothy Ryan Smith has been working in the financial industry since August 11, 1997. Timothy Ryan Smith is currently registered with Edward Jones in Arizona, Texas, and other states. Timothy Ryan Smith has a series 63, series 7, and SIE license. Edward Jones provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Timothy Ryan Boyle is a financial advisor with Radix Wealth based in Scottsdale, Arizona. Timothy Boyle has been in the industry since 2004 and holds the Series 7, Series 63, and Series 66 licenses. Timothy Boyle previously worked at Cetera Advisors LLC, TBG Financial, LLC dba The Boyle Group Wealth Management, and Boyle Group Insurance Services, LLC. Timothy Boyle provides financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Tina Marie Ornelas is an investment advisor representative at Vanguard Advisers, Inc. She has been in the industry since August 13, 2012. She has a Series 63 and Series 65 license, and her areas of expertise include financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and the selection of other advisors. She is also registered to provide investment advice in Arizona and Texas. Tina has been with Vanguard Advisers since June 2012.

SPECIALIZATIONS

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

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