Financial ADVSR advisor directory · SEC adviser records
Total Investment Management, Inc. financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Total Investment Management, Inc. office in Scottsdale, A to Z.
The short answer
7 registered advisors work at Total Investment Management, Inc. in Scottsdale, out of 8 at the firm nationwide; it ranks number 55 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Total Investment Management, Inc. advisors in Scottsdale, A to Z
Every Total Investment Management, Inc. advisor →- Patrick S. BrockInvestment adviser rep
- Todd M. FosterInvestment adviser rep
- John W. GreerChartered Financial Analyst
- James HughesCertified Financial Planner
- Bryan M. LeeInvestment adviser rep
- Philip E. LoweCertified Financial Planner
- Nicholas A. ParisiCertified Financial Planner
Total Investment Management, Inc. advisors in every city and state →Total Investment Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Total Investment Management, Inc. advisors in other cities
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49
Questions
How many financial advisors does Total Investment Management, Inc. have in Scottsdale?
7 investment adviser representatives are registered at Total Investment Management, Inc. offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Total Investment Management, Inc. one of the largest advisor employers in Scottsdale?
Total Investment Management, Inc. ranks number 55 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Total Investment Management, Inc. 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 Total Investment Management, 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.