Financial ADVSR advisor directory · SEC adviser records
Eaton-Cambridge Inc. financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a Eaton-Cambridge Inc. office in Phoenix, A to Z.
The short answer
4 registered advisors work at Eaton-Cambridge Inc. in Phoenix, out of 5 at the firm nationwide; it ranks number 57 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Eaton-Cambridge Inc. advisors in Phoenix, A to Z
Every Eaton-Cambridge Inc. advisor →- Nathan BergstromCertified Financial Planner
- Marc T. GiannoneCertified Financial Planner
- Robert R. KorljanPersonal Financial Specialist
- Lukas OddenInvestment adviser rep
Eaton-Cambridge Inc. advisors in every city and state →Eaton-Cambridge Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Eaton-Cambridge Inc. advisors in other cities
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34
Questions
How many financial advisors does Eaton-Cambridge Inc. have in Phoenix?
4 investment adviser representatives are registered at Eaton-Cambridge Inc. offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Eaton-Cambridge Inc. one of the largest advisor employers in Phoenix?
Eaton-Cambridge Inc. ranks number 57 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.
How do I check a Eaton-Cambridge Inc. advisor in Phoenix?
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 Eaton-Cambridge Inc. 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.