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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

CWM, LLC | CFP ® (Certifications)

location

Scottsdale, AZ

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Brent Stanley Pine is a financial professional with over 30 years of experience in the industry. Brent has been actively involved in providing financial advice and investment services to individuals, businesses, and retirement plans. Brent currently works at CWM, LLC. Brent has extensive experience in the financial services industry, having previously worked with firms like Geneos Wealth Management, Inc., Sagepoint Financial, Inc., and Lincoln Financial Advisors Corporation. Brent holds the Series 7, Series 6, Series 22, Series 24, Series 63, and Series 65 licenses. Brent's expertise includes financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS
Unclaimed

Heritage Family Offices, LLP

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Brent Emch is a financial advisor with Heritage Family Offices, LLP in Scottsdale, Arizona. Brent has been in the industry for over 10 years and holds Series 6, 7, 63, and 66 licenses. Brent provides a range of financial services, including financial planning, portfolio management, and selection of other advisors. Brent has a strong commitment to helping 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

18 Years Experience

0 Disclosures

ADVISOR BIO

Brent Mathew Pryor is an active investment advisor representative (IAR) who is registered with Osaic Wealth, Inc. Brent has a diverse range of experience in the financial services industry, with past roles at firms such as Woodbury Financial Services, Inc., FSC Securities Corporation, and Sagepoint Financial, Inc.. Brent is also a registered representative (RR) in Kansas and New Jersey. In addition, Brent is a registered principal in Kansas. The advisor has been in the industry since August 16, 2006.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Brent Nolan Oram is a registered investment advisor representative with Vanguard Advisers, Inc. Brent has been in the industry since 2023. Brent holds the Series 7TO, Series 66 and SIE licenses. Brent is registered in 55 states and the District of Columbia. Brent is a financial advisor at the Scottsdale, Arizona branch of Vanguard Advisers, Inc.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brent Michael Spencer is an investment advisor representative who has been in the securities industry since August 20, 2021. Brent is currently registered with Vanguard Advisers, Inc. Brent holds a Series 63 and 66 license, as well as a Series 7TO and SIE. Brent is registered in 53 states and the District of Columbia. Brent is also a registered investment advisor representative in Arizona and Texas. Brent's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning and Selection of Other Advisors.

SPECIALIZATIONS

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

SCOTTSDALE, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brent Bartholomew is a financial advisor with Osaic Wealth, Inc. Brent is a Registered Representative and Investment Advisor Representative with over a decade of experience in the financial services industry. Brent is committed to helping clients achieve their financial goals by providing personalized financial planning and investment management services. Brent holds a Series 6, 7, 26 and 63 license.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

SCOTTSDALE, AZ

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Brent Cunningham Gilmore has been in the financial services industry since 1987. Brent is currently registered with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Brent holds licenses in Ohio and Texas. Brent's previous employment includes LEGEND EQUITIES CORPORATION, FSC SECURITIES CORPORATION, THE O.N. EQUITY SALES COMPANY, WOODBURY FINANCIAL SERVICES, INC., NYLIFE SECURITIES INC., and AMERICAN UNITED LIFE INSURANCE COMPANY. Brent has also worked with Saints and Sinners Golf League, Step Up Wealth Management, LLC, and Gilmore Enterprises, Inc dba GA Financial Resources. Brent is a Chartered Financial Consultant. Brent offers Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Selection of Other Advisors, Portfolio Management for Businesses and Portfolio Management for Individuals. Brent is registered in the following states: Alabama, Arkansas, Florida, Indiana, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia.

SPECIALIZATIONS

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

WT Wealth Management, LLC

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Brent L. Rankin is a financial advisor with WT Wealth Management, LLC in Scottsdale, Arizona. Brent has been in the financial services industry since 2015. Brent has passed the Series 7, 63, 66, 9 and 10 exams, and is registered as a registered representative in Arizona, California, Nebraska, Oregon and Washington. Brent is also a registered investment advisor representative. Brent's previous experience includes roles at J.P. Morgan Securities LLC and Charles Schwab & Co., Inc..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
VARIABLE ANNUITIES
Publication of Financial Periodicals
Unclaimed

Capital Wealth Alliance, LLC

location

SCOTTSDALE, AZ

disclosure

1 Disclosures

ADVISOR BIO

Brent Michael Carman is an investment advisor representative with Capital Wealth Alliance, LLC. Brent has been in the industry for over 17 years and has a strong background in financial planning and portfolio management. Brent has a Series 7, Series 31, Series 63, and Series 65 license and is registered with the state of Arizona and Texas. Prior to joining Capital Wealth Alliance, LLC, Brent worked at Raymond James Financial Services, Inc., Kingswood Capital Partners, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Brent has a strong commitment to helping clients achieve their financial goals and believes in providing personalized service to each client.

SPECIALIZATIONS

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

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Brenten Blakeman is a registered Investment Advisor Representative with Transce3nd LLC. Brenten has been in the industry since 2014, and has experience in various financial roles. Brenten holds a Series 65 license, which allows Brenten to provide investment advice to individuals and corporations. Brenten specializes in providing financial planning and investment advice to clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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