Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Sun City West, AZ
Every SEC-registered investment adviser representative at a firm office in Sun City West, with the firms that employ the most of them.
The short answer
27 registered advisors work in Sun City West; the most are at Edward Jones (12). 3 list the CFP designation and 24 are also registered broker representatives.
Firms with the most advisors in Sun City West
| Firm | Advisors in Sun City West |
|---|---|
| Edward Jones news | 12 |
| J.P. Morgan Securities LLC news | 3 |
| Oneseven | 2 |
| PNC Wealth Management LLC | 2 |
| Centaurus Financial, Inc. | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Gradient Advisors, LLC | 1 |
| LPL Financial LLC news | 1 |
| Martin Financial Solutions, LLC | 1 |
| Rk Retirement Solutions LLC | 1 |
| USA Financial Securities LLC | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Sun City West, A to Z
CFP advisors in Sun City West →- Joshua R. ButlerEdward Jones
- Dennis M. CaufieldCentaurus Financial, Inc.
- Edward J. ChurrayCetera Investment Advisers LLC
- Braden L. CopeEdward Jones · Certified Financial Planner
- Joanne DushekJ.P. Morgan Securities LLC
- Brian E. FrickUSA Financial Securities LLC
- Andrew T. GauerEdward Jones · Certified Financial Planner
- Kevin L. Hansen Jr.Edward Jones
- Bryan W. HeathGradient Advisors, LLC
- Jeffrey F. HertigEdward Jones
- Robert V. Kromer Jr.Rk Retirement Solutions LLC
- Brendan LutherPNC Wealth Management LLC
- Deanna LynchEdward Jones
- Christopher R. MarinerOneseven
- Peter MartinMartin Financial Solutions, LLC
- Alison N. McGuirePNC Wealth Management LLC
- Matthew K. McNallyEdward Jones · Certified Financial Planner
- Kelly R. MillerLPL Financial LLC
- Heather H. MootzWells Fargo Clearing Services, LLC
- Andrew T. MungerJ.P. Morgan Securities LLC
- Jason PetersonEdward Jones
- Robert SullivanJ.P. Morgan Securities LLC
- Karielle ThalmanEdward Jones
- Karla ThalmanEdward Jones
- Peyton E. ThalmanEdward Jones
- Brian D. TrimbleOneseven
- Katherine J. UdyEdward Jones
Other cities in Arizona
All of Arizona →Scottsdale 3,200Phoenix 2,247Tucson 764Chandler 593Tempe 534Gilbert 480Mesa 300Peoria 228Glendale 106Prescott 103Surprise 81Flagstaff 65Goodyear 53Queen Creek 52Sun City 45Oro Valley 38Fountain Hills 37Cave Creek 36Yuma 32Lake Havasu City 25Sedona 25San Tan Valley 23Buckeye 22Carefree 21
Questions
How many financial advisors are in Sun City West, AZ?
27 investment adviser representatives are registered at firm offices in Sun City West, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Sun City West?
Edward Jones, with 12 registered advisors in Sun City West, followed by J.P. Morgan Securities LLC with 3.
How do I check a financial advisor in Sun City West?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.