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Financial ADVSR advisor directory · SEC adviser records

Westmark Wealth Management financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Westmark Wealth Management office in Phoenix, A to Z.

4 registered advisors work at Westmark Wealth Management in Phoenix, out of 4 at the firm nationwide; it ranks number 68 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Westmark Wealth Management advisors in Phoenix, A to Z

Every Westmark Wealth Management advisor →

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

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 Westmark Wealth Management have in Phoenix?

4 investment adviser representatives are registered at Westmark Wealth Management offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Westmark Wealth Management one of the largest advisor employers in Phoenix?

Westmark Wealth Management ranks number 68 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a Westmark Wealth Management 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 Westmark 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.