Financial ADVSR advisor directory · SEC adviser records
Corepath Wealth Partners LLC financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Corepath Wealth Partners LLC office in Scottsdale, A to Z.
3 registered advisors work at Corepath Wealth Partners LLC in Scottsdale, out of 3 at the firm nationwide; it ranks number 108 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Corepath Wealth Partners LLC advisors in Scottsdale, A to Z
Every Corepath Wealth Partners LLC advisor →- Jacqueline M. BattistaCertified Financial Planner
- Mark A. BonnettInvestment adviser rep
- Tina MeyerCertified Financial Planner
Corepath Wealth Partners LLC advisors in every city and state →Corepath Wealth Partners LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 629Osaic Wealth, Inc. 298United Planners' Financial Services Of America A Limited Partner 158Wells Fargo Clearing Services, LLC 138Merrill Lynch, Pierce, Fenner & Smith Incorporated 134Morgan Stanley 131LPL Financial LLC 109Cetera Investment Advisers LLC 69Ameriprise Financial Services, LLC 68MML Investors Services, LLC 50Equitable Advisors, LLC 48Wells Fargo Advisors Financial Network, LLC 47
Questions
How many financial advisors does Corepath Wealth Partners LLC have in Scottsdale?
3 investment adviser representatives are registered at Corepath Wealth Partners LLC offices in Scottsdale, 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 Corepath Wealth Partners LLC one of the largest advisor employers in Scottsdale?
Corepath Wealth Partners LLC ranks number 108 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 629.
How do I check a Corepath Wealth Partners LLC advisor in Scottsdale?
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 Corepath Wealth Partners LLC 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.