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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

Vanguard Advisers, Inc.

location

Scottsdale, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Caleigh McDonough is an investment advisor representative with Vanguard Advisers, Inc., registered in 56 states and Washington D.C.. Caleigh has been in the industry since 2022 and specializes in providing financial planning, selection of other advisors, and portfolio management services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

Sensible Money, LLC | CFP ® (Certifications)

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Caley Miller is a Certified Financial Planner® professional with experience in the financial services industry. Caley is an Investment Advisor Representative for Sensible Money, LLC and is registered with the state of Arizona and Texas. Caley has been in the financial industry since 2013 and holds a Series 65 license. Caley's previous work experience includes roles at Charles Schwab & Co., Inc. and Farmers Insurance.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Callie Hodge is a financial advisor with over a year of experience in the industry. Callie is currently registered with Osaic Wealth, Inc. and has worked with SAGEPOINT FINANCIAL, INC. and ROBINHOOD FINANCIAL, LLC. Callie is a Series 7TO, Series 63, and SIE licensed representative. Callie Hodge is a financial advisor with a focus on offering financial planning services to individuals, corporations and businesses, charitable organizations, and pension and profit sharing plans. Callie is also registered to provide financial planning services in Iowa.

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

9 Years Experience

0 Disclosures

ADVISOR BIO

Calvin Thomas Robinson is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Calvin has over 8 years of experience in the financial services industry and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Calvin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

360 Wealth Management, Inc.

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Calvin William Wilkinson is an investment advisor representative with 360 Wealth Management, Inc. and AE Wealth Management, LLC. Calvin is registered with the state of Arizona and has been in the industry since December 2017. Calvin's firm provides advisory services including financial planning, pension consulting, portfolio management for individuals and selection of other advisors.

SPECIALIZATIONS

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

Finest Edge Financial LLC

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Cameron Harris is an investment advisor representative with Finest Edge Financial LLC. Cameron is a licensed advisor with over 5 years of experience in the financial services industry. Cameron specializes in providing financial planning and portfolio management services to individuals. Cameron is also a licensed tax preparer and owns Sun Income Tax LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Runyan is an investment advisor representative at LPL Financial LLC, a firm with more than $50 billion in assets under management. Cameron Runyan is registered with the state of Arizona. Cameron Runyan has been in the industry since September 7, 2022 and has experience with PlanMember Securities Corporation as well. Cameron Runyan has passed the Series 7TO, SIE, Series 63 and Series 65 exams.

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

United Planners' Financial Services OF America A Limited Partner

location

SCOTTSDALE, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Rose is an investment advisor representative with United Planners' Financial Services of America a Limited Partner. Cameron has been in the financial services industry since June 15, 2016. Cameron also works for Capital Planning Group, LLC. Cameron's specializations include financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Cameron is registered in Arizona, California, Colorado, Idaho, Oregon, Tennessee, Utah and Washington.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cameron David Peters is a registered representative of Equitable Advisors, LLC and has been working in the financial services industry since May 28, 2000. Cameron holds the Series 63, Series 66 and Series 7 licenses and the SIE exam. He is a member of Signature Wealth Concepts and has experience working with Wells Fargo Clearing Services, LLC and Euro Pacific Capital, Inc. Cameron specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

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

8 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Akiona Hee is a financial advisor with Vanguard Advisers, Inc. who has been in the industry since May 2017. Cameron has a Series 63, Series 65, and Series 7 securities license, as well as the SIE exam. Cameron is currently registered to provide investment advice in Arizona and Texas.

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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