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Advisors in Tucson, Arizona
730 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

TUCSON, AZ

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Brian Crawford is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Brian has been in the financial services industry since April 1997 and has experience in providing financial advice to individuals, businesses, and institutional clients. Brian has been registered with Wells Fargo Advisors Financial Network, LLC since January 2023. Prior to joining Wells Fargo Advisors Financial Network, LLC, Brian worked at Wells Fargo Clearing Services, LLC and Morgan Stanley DW Inc. Brian holds the Series 7, Series 31, Series 63 and Series 65 licenses. He is also a registered Investment Adviser Representative (IAR) in Arizona, California, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

MML Investors Services, LLC

location

Tucson, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Brian Fenn is a financial advisor with MML Investors Services, LLC. Brian has been in the financial services industry since 2010 and has a strong background in helping clients with their financial planning needs. Brian is registered in Arizona, Texas, and several other states. Brian holds the Series 6, 7, 63, and 65 licenses. Brian is also a licensed insurance agent. Brian is committed to providing his clients with personalized service and helping them reach 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
ASSET ALLOCATION PROGRAMS
Unclaimed
location

TUCSON, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Britney Shockley is an investment advisor representative at Edward Jones. Britney has been working in the financial services industry for over 14 years. She is registered with the state of Arizona and is also a Registered Representative with FINRA. Britney has a wide range of expertise in financial planning, portfolio management, and pension consulting. Britney is committed 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

Ameriprise Financial Services, LLC

location

Tucson, AZ

experience

47 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bruce Ray Irby is a financial advisor with Ameriprise Financial Services, LLC. Bruce has been in the financial industry since February 1, 1978. Bruce is registered with the state of Texas as an Investment Advisor Representative. Bruce is also registered with the state of Idaho as an Investment Advisor Representative. Bruce has a Series 63 and Series 65 license. Bruce also holds Series 1, 7, 22TO, 6TO and SIE licenses. Bruce offers financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and asset allocation services. Bruce's experience and expertise make Bruce a valuable resource for those seeking financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

First Command Advisory Services | CFP ® (Certifications)

location

Tucson, AZ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Ellwein is a financial advisor associated with First Command Advisory Services. Bruce is a CERTIFIED FINANCIAL PLANNER™ professional with over 19 years of experience in the financial services industry. Bruce holds Series 6, 7, 63, 65, 99TO, and SIE licenses. Bruce works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

TUCSON, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Cordova is an investment advisor representative for Equitable Advisors, LLC, with 5 years of experience in the industry. Bryan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 66, and SIE licenses. Bryan is also registered to provide investment advisory services in Alaska, Arizona, California, District of Columbia, Florida, Utah, and Washington. Bryan specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Bryan is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

TUCSON, AZ

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Burt Gary Derman is a financial advisor with over 35 years of experience in the financial services industry. Burt is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Previously, Burt worked with A. G. Edwards & Sons, Inc. Burt's experience encompasses a range of services including investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Burt is a Certified Financial Planner and holds Series 7, 8, 9, 10, 63, and SIE licenses. Burt is registered in 25 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

RBC Capital Markets, LLC

location

TUCSON, AZ

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Byron Fox is a financial advisor registered in 28 states, having worked in the industry since 1997. Byron holds Series 63, 65 and 7 licenses and the SIE designation. Previously, Byron worked for UBS Financial Services Inc. and RBC Dain Rauscher Inc. and is currently affiliated with RBC Capital Markets, LLC. Byron is a consultant for Fox & Partee & Nigro Law Firm in Kansas City, Missouri. Byron has a wide range of experience, specializing in providing financial planning, pension consulting, portfolio management and educational seminars for individuals, businesses, 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

TUCSON, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Carl Francis Maes is a registered representative with Edward Jones. Carl has been in the securities industry since 2015 and has held prior registrations with AXA Advisors, LLC. Carl has passed the Series 63, Series 66 and Series 7 exams. Carl holds registrations in multiple states, including Arizona and Texas. Carl is registered as an Investment Advisor Representative in Arizona and Texas.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

TUCSON, AZ

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Carl Stewart Warren is a financial advisor with over 24 years of experience in the financial services industry. Carl has been a registered representative with Wells Fargo Clearing Services, LLC since 2010. Carl is also a Certified Financial Planner. Carl is registered to provide investment advice in Arizona and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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