Financial ADVSR advisor directory · SEC adviser records
Trajan Wealth, L.L.C. financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Trajan Wealth, L.L.C. office in Scottsdale, A to Z.
The short answer
33 registered advisors work at Trajan Wealth, L.L.C. in Scottsdale, out of 46 at the firm nationwide; it ranks number 19 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Trajan Wealth, L.L.C. advisors in Scottsdale, A to Z
Every Trajan Wealth, L.L.C. advisor →- Ruben G. AnguloInvestment adviser rep
- Phillip A. AsueloCertified Financial Planner
- Andrew C. BauerInvestment adviser rep
- Jennifer C. BennettInvestment adviser rep
- Jesse G. BradleyCertified Financial Planner
- Gavin BullockInvestment adviser rep
- Jeff T. BurchInvestment adviser rep
- Jagger A. ColarossiInvestment adviser rep
- Nicholas CvetanovichInvestment adviser rep
- Dominick L. DeangelisCertified Financial Planner
- Adam G. DegiorgioInvestment adviser rep
- Weston D. DepriestInvestment adviser rep
- Kristopher Fulwood-DavisInvestment adviser rep
- Samuel P. GabrielsonCertified Financial Planner
- William D. GerlachInvestment adviser rep
- Darrin S. HansenInvestment adviser rep
- Terrence P. HawkinsInvestment adviser rep
- Dan J. HoeyInvestment adviser rep
- David P. HudsonInvestment adviser rep
- Hanwool J. JungInvestment adviser rep
- Justin JunkerInvestment adviser rep
- Thomas P. KelleherInvestment adviser rep
- Corbett M. LadukeCertified Financial Planner
- Timothy A. LambrosInvestment adviser rep
- Alfred M. MedinaInvestment adviser rep
- Christopher L. NowackInvestment adviser rep
- Doran J. O'BrienInvestment adviser rep
- Peter M. ReillyInvestment adviser rep
- Stephen F. Shelvey IIICertified Financial Planner
- Erich W. SpoonhourInvestment adviser rep
- Trevor C. StaufferInvestment adviser rep
- Blaire E. Underwood SimmonsChartered Financial Consultant
- Michael D. WoodInvestment adviser rep
Trajan Wealth, L.L.C. advisors in every city and state →Trajan Wealth, L.L.C.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Trajan Wealth, L.L.C. advisors in other cities
San Antonio, TX 2Alpharetta, GA 1Broomfield, CO 1Edmond, OK 1Frisco, TX 1Manfield, PA 1Palm Harbor, FL 1Pittsburgh, PA 1Sioux Falls, SD 1Sunrise, FL 1Tampa, FL 1Vancouver, WA 1
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 Trajan Wealth, L.L.C. have in Scottsdale?
33 investment adviser representatives are registered at Trajan Wealth, L.L.C. offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 46 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Trajan Wealth, L.L.C. one of the largest advisor employers in Scottsdale?
Trajan Wealth, L.L.C. ranks number 19 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Trajan Wealth, L.L.C. 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 Trajan Wealth, L.L.C. 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.