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Financial ADVSR advisor directory · SEC adviser records

Nrg Wealth Management financial advisors in Oro Valley, AZ

Every SEC-registered investment adviser representative at a Nrg Wealth Management office in Oro Valley, A to Z.

The short answer

3 registered advisors work at Nrg Wealth Management in Oro Valley, out of 3 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Nrg Wealth Management advisors in Oro Valley, A to Z

Every Nrg Wealth Management advisor →

Nrg Wealth Management advisors in every city and state →Nrg Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Oro Valley

All Oro Valley advisors →

LPL Financial LLC 10Edward Jones 7Ridge Capital Advisors, LLC 3

Questions

How many financial advisors does Nrg Wealth Management have in Oro Valley?

3 investment adviser representatives are registered at Nrg Wealth Management offices in Oro Valley, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Nrg Wealth Management one of the largest advisor employers in Oro Valley?

Nrg Wealth Management ranks number 3 in Oro Valley by registered advisors; LPL Financial LLC has the most, with 10.

How do I check a Nrg Wealth Management advisor in Oro Valley?

Each advisor below links to a profile with their registrations, exams, designations 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 Nrg Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.