Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Green Valley, AZ
Every SEC-registered investment adviser representative at a firm office in Green Valley, with the firms that employ the most of them.
18 registered advisors work in Green Valley; the most are at Edward Jones (3). 3 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Green Valley
Advisors in Green Valley, A to Z
CFP advisors in Green Valley →- Mark P. BecqueAe Wealth Management, LLC
- Alejandro Bernal-HerreraState Farm Investment Management Corp.
- Robert A. BrownIntegrated Wealth Concepts LLC · Chartered Financial Analyst
- Jerald F. GunnCetera Investment Advisers LLC
- James M. HanniganLPL Financial LLC
- Mark J. HeltemesState Farm Investment Management Corp.
- Joshua J. MedinaJ.P. Morgan Securities LLC
- Martin A. MichaudEagle Strategies LLC
- Marco MonroyPNC Wealth Management LLC
- Eric S. PudloEdward Jones · Certified Financial Planner
- Joseph SchmidtEversource Wealth Advisors, LLC · Certified Financial Planner
- John M. SoukupLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Deborah M. StoufferEversource Wealth Advisors, LLC
- Thomas K. TreckerCambridge Investment Research Advisors, Inc.
- Jennifer R. TrosperEdward Jones
- John M. TurmanFortis Capital Advisors, LLC
- Marianne M. UdallEdward Jones
- Thomas E. WilsonKestra Advisory Services, LLC
Other cities in Arizona
All of Arizona →Scottsdale 3,200Phoenix 2,247Tucson 764Chandler 593Tempe 534Gilbert 480Mesa 300Peoria 228Glendale 106Prescott 103Surprise 81Flagstaff 65Goodyear 53Queen Creek 52Sun City 45Oro Valley 38Fountain Hills 37Cave Creek 36Yuma 32Sun City West 27Lake Havasu City 25Sedona 25San Tan Valley 23Buckeye 22
Questions
How many financial advisors are in Green Valley, AZ?
18 investment adviser representatives are registered at firm offices in Green Valley, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Green Valley?
Edward Jones, with 3 registered advisors in Green Valley, followed by Eversource Wealth Advisors, LLC with 2.
How do I check a financial advisor in Green Valley?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.