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Financial ADVSR advisor directory · SEC adviser records

Sequent Planning, LLC financial advisors in Scottsdale, AZ

Every SEC-registered investment adviser representative at a Sequent Planning, LLC office in Scottsdale, A to Z.

The short answer

3 registered advisors work at Sequent Planning, LLC in Scottsdale, out of 92 at the firm nationwide; it ranks number 117 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Sequent Planning, LLC advisors in Scottsdale, A to Z

Every Sequent Planning, LLC advisor →

Sequent Planning, LLC advisors in every city and state →Sequent Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sequent Planning, LLC advisors in other cities

Omaha, NE 43Salem, VA 3Chesterfield, MO 2Houston, TX 2Lansing, MI 2Medford, OR 2Albuquerque, NM 1Alpharetta, GA 1Bethlehem, PA 1Bonita Springs, FL 1Breinigsville, PA 1Daytona Beach Shores, FL 1Dearborn, MI 1Farmington, NM 1Greer, SC 1

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 Sequent Planning, LLC have in Scottsdale?

3 investment adviser representatives are registered at Sequent Planning, LLC offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 92 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Sequent Planning, LLC one of the largest advisor employers in Scottsdale?

Sequent Planning, LLC ranks number 117 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 629.

How do I check a Sequent Planning, 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 Sequent Planning, 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.